From power managers to heat dissipation experts, the entire industry chain of silicon carbide is in high demand.

The supply of high-quality substrate films is tight, prices have increased significantly, and the capacity utilization rate of major substrate film factories has generally exceeded 90%. Chip module companies are facing a shortage in production capacity, leading to significantly longer delivery periods. Upstream equipment companies have strong orders, with customers often demanding urgent deliveries. Journalists recently conducted research on the domestic silicon carbide industry chain and found that the overall industry is booming. It was learned that since the fourth quarter of 2025, the pace of expansion of wafer production capacity in the silicon carbide industry has slowed down, while the three main application markets, including automotive, optical storage, and charging piles, have continued to operate in a high prosperity cycle, driving the rapid growth in demand for domestic SiC MOSFET devices. At the same time, emerging applications such as consumer electronics and AI are experiencing concentrated demand explosions, combined with overall price increase expectations in the semiconductor industry, raising the demand for inventory from terminal manufacturers, jointly driving the continuous rise in the prosperity of the silicon carbide industry.