天岳先进(02631)今日盘中大涨9.48%，引起了市场的广泛关注。
消息面上，台积电公布的一季度财报显示，其净利润与营收均大幅增长并超出市场预期。台积电重点强调发展大尺寸CoWoS先进封装，而碳化硅(SiC)材料凭借其优异的热导率，有望导入先进封装以解决热管理难题，这使得SiC产业的放量预期显著升温。
与此同时，碳化硅衬底价格已连续数周回升，行业出清加速推动价格触底反弹。天岳先进作为全球导电型碳化硅衬底市场占有率第一的龙头企业，近期密集获得了博世、安森美等头部客户的合作认可，有望直接受益于行业景气的回暖。
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