According to the CITIC Construction Investment Research Report, power semiconductors have set off a wave of price increases since 2026, driven by the AIDC outbreak and the increase in new energy vehicles. From the perspective of technology iteration, third-generation power semiconductor devices represented by SiC are well suited to the technological trend of AIDC high-voltage DC iteration, so there is a trend of increasing penetration rate in various areas such as SST, HVDC, and solid state circuit breakers, and the increase is even more obvious. According to estimates, under the AIDC explosion+ technology iteration, 2030 is expected to bring incremental demand for 10 billion SiC power devices. The upstream and downstream SiC power devices are expected to have incremental resonance.

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