SiC, the hidden main line of AI, has exploded.

Value Reassessment Driven by Cognitive Restructuring

Gelonghui FinanceMay 14 23:31

Power semiconductors see a wave of price hikes! AI data centers emerge as the primary driver, with industry insiders predicting that supply-demand tensions will persist in the short term.

①Power semiconductor manufacturers at home and abroad have issued price increase notices intensively, with a general increase of 10% to 25%; ②The surge in demand for AI data centers is squeezing the capacity of 8-inch mature process nodes, and TrendForce predicts that the supply-demand tension will persist for 6 to 12 months; ③NVIDIA's 800V high-voltage DC architecture has driven new demand for silicon carbide and gallium nitride. Domestic manufacturers are already capable of applying these technologies in the AI field, and companies both domestically and internationally are expanding production capacity intensively.

cls.cnMay 13 12:57

Hangzhou Silan Microelectronics Co., Ltd. Just Missed EPS By 14%: Here's What Analysts Think Will Happen Next

Simply Wall StMay 2 07:28

Jefferies Adjusts Hangzhou Silan Microelectronics' Price Target to 26 Yuan From 27 Yuan, Keeps at Underperform

MT NewswiresMay 1 14:50 · Ratings

SLR Micro: First Quarter Report for 2026 of Hangzhou SLR Microelectronics Co., Ltd.

SZSIApr 30 00:00 · Announcements

First Quarter Report of Hangzhou Silan Microelectronics Co., Ltd. for 2026

SZSIApr 30 00:00 · Announcements