On June 11, Tianyu Advanced (02631.HK) rose 5.5% in regular trading, trading at 85.6 HKD/share, with trading volume of 424 million HKD.

On the news front, the silicon carbide (SiC) full industry chain continues to experience elevated demand. International giants including Infineon and STMicroelectronics have initiated a second round of price hikes this year, prompting domestic substrate and device manufacturers to follow with price adjustments. Leading substrate makers have pushed capacity utilization rates above 90%, with high-quality substrate wafer supply remaining tight and chip module delivery times significantly extended.

Tianyu Advanced, holding a 51.3% global market share in 8-inch SiC substrates, stands as a direct beneficiary of the industry volume-and-price upcycle. The company's 12-inch SiC substrate has entered TSMC's supply chain verification stage as a next-generation CoWoS interposer candidate, targeting thermal bottleneck solutions for high-performance GPUs. Multiple industry sources attribute the demand surge to AI data center order growth and the broader semiconductor pricing trend.

Within the Semiconductor Equipment sector, EPIWORLD gained 2.42%, ASMPT rose 1.08%, while GCL TECH fell 1.28%, XINYI SOLAR dropped 2.79%, and FLAT GLASS declined 4.6%.

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