In recent years, as global attention to the semiconductor industry has been increasing, the rise of silicon carbide technology has provided a breakthrough in the requirements for high performance and sustainable development. In this wave of change, Tianyue Advanced (688234.SH), as a leading enterprise in the field of silicon carbide substrates in China, has not only made breakthroughs in technology accumulation, but also actively expanded in market layout. This article will provide an in-depth analysis of how the strategic cooperation between Tianyue Advanced and Infineon can bring change and opportunities to the industry in the process.

First, the market status and enterprise background

Silicon carbide (SiC) materials have become an important part of modern electronic devices, especially electric vehicles, photovoltaic systems, and other fields due to their superior physical properties. With the improvement of power efficiency and environmental protection requirements, silicon carbide technology is increasingly showing its irreplaceable value. According to market research reports, the silicon carbide market is expected to continue to grow, especially in the field of power electronics.

Tianyue Advanced has been established for many years, and has successfully established its position in the industry by virtue of more than ten years of technology accumulation, advanced industrialization capabilities and advantages in the production of silicon carbide substrates. Through continuous R&D and innovation, the company continues to catch up in semi-insulating substrates and six-inch N-type silicon carbide substrates, and seize the opportunity in the eight-inch silicon carbide substrate market.

2. Cooperation with Infineon – a key collaboration in the industry

As one of the world's leading suppliers of power semiconductors, Infineon has extensive experience in silicon carbide technology. In cooperation with Infineon, Tianyue Advanced will provide high-quality six-inch silicon carbide products, and the focus of this stage is to ensure the quality of material supply. More importantly, Tianyue Advanced will assist Infineon in the transition to eight-inch silicon carbide wafers.

Tianyue Advanced said that the supply is expected to account for a double-digit share of Infineon's long-term demand, which not only proves Tianyue's competitiveness in technology and products, but also lays the foundation for its future expansion. With the deepening of the cooperation between the two sides, Tianyue Advanced will continue to improve in technological innovation and product quality to ensure a wider market demand.

3. Promote industrial development and help the sustainable process

The cooperation between Tianyue Advanced and Infineon is not only a business alliance between the two, but also an important driving force for the global silicon carbide industry. With the acceleration of digitalization and low-carbon trends, the demand for high-efficiency materials will become more and more prominent. Tianyue Advanced will continue to expand production capacity and improve product quality to meet the diversified needs of the future market.

The significance of this cooperation is not only to enhance business relations, but also to promote the technological upgrading and optimal allocation of resources in the entire silicon carbide industry chain. With the joint efforts of both parties, silicon carbide technology will usher in new development opportunities and lay the foundation for achieving global sustainable development goals.

IV. Conclusions and Prospects

Tianyue Advanced's leading position in the field of silicon carbide substrates and the strategic cooperation with Infineon mean that this industry is about to usher in a new round of changes in technology and market. In the future, with the pursuit of efficient and low-carbon solutions, relevant enterprises will further increase research and application efforts.

In summary, Tianyue Advanced is not only providing products for Infineon, but also contributing to the development of the silicon carbide industry. As investors or industry observers, we should continue to monitor developments in this area to capture potential market opportunities. There are many uncertainties about the future development process, but it is certain that silicon carbide technology will continue to drive the transformation of the electronics industry and become an important part of the road to sustainable development.