SICC's stock price soared 5.07% during intraday trading on Friday, reflecting significant investor interest in the semiconductor materials company.

The silicon carbide (SiC) sector is experiencing strong momentum as AI data center power architecture transitions toward 800V high-voltage DC systems, driving significant industry upswing. SICC, as the global leader with 51.3% market share in 8-inch SiC substrates, is a direct beneficiary of this trend. Industry research indicates AI power demand for SiC is growing 20%-30% quarter-over-quarter, with the 800V architecture transforming SiC from an optional to a mandatory component in power systems.

The current rebound also reflects market repricing of improving fundamentals, including a 25-percentage-point quarter-over-quarter gross margin improvement in Q1. Analysts project overall SiC substrate demand for power applications to approach RMB 70 billion by 2030, representing nearly 8x growth from current levels, providing long-term tailwinds for industry leaders like SICC.