SICC Says Silicon Carbide Substrate Prices Have Largely Stabilised in 2026
On 11 September 2026, SICC held its half-year results briefing. Chairman and general manager Zong Yanmin said at the meeting that prices for the company's silicon carbide substrate products have largely stabilised since the start of 2026. Sales volumes of the company's silicon carbide substrates increased, with sales volume growth outpacing production volume growth.
Zong Yanmin said downstream application areas, including new energy vehicles, green energy generation, storage and charging, and AI data centres, continue to expand. At the current stage, capacity supply of the company's silicon carbide substrate products has become relatively tight.
Why this event matters
The event has a measured impact on 5 industrys. The strongest current signal is positive for Semiconductor Value Chain, with intensity 60/100 and 70% confidence over a short term horizon.
Semiconductor Value Chain
- Direction
- positive
- Intensity
- 60
- Confidence
- 70%
- Horizon
- Short term
New Energy Vehicles
- Direction
- positive
- Intensity
- 40
- Confidence
- 60%
- Horizon
- Medium term
Wind & Solar Power
- Direction
- positive
- Intensity
- 35
- Confidence
- 55%
- Horizon
- Medium term
Batteries & Energy Storage
- Direction
- positive
- Intensity
- 35
- Confidence
- 55%
- Horizon
- Medium term
Artificial Intelligence
- Direction
- positive
- Intensity
- 30
- Confidence
- 50%
- Horizon
- Medium term
Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.