On May 26, Tankeblue Advanced (02631.HK) rose 5.38% in regular trading, reaching HK$108.0 with turnover of HK$181 million, as the silicon carbide concept sector turned active again on clear signs of downstream demand recovery.

On the news front, the SiC industry fundamentals have begun to improve with demand warming signals becoming explicit. The company previously disclosed at its earnings briefing that Q1 gross margin improved by 25 percentage points quarter-over-quarter versus Q4 last year, confirming a profit recovery trend. Its 8-inch SiC substrate commands a 51.3% global market share, demonstrating strong technological moats and competitive positioning. The company has established partnerships with over half of the world's top ten power semiconductor device manufacturers and entered the supply chain of leading international semiconductor companies.

Additionally, institutional research has identified SiC as the most undervalued core theme in the AI sector, projecting the SiC market to grow from US$35 billion to US$124 billion between 2024 and 2030, with AI infrastructure contributing nearly half of demand. NVIDIA's push to upgrade data center power architecture to 800V high-voltage DC is expected to significantly drive SiC value and penetration rates.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)