Touching the bottom of silicon carbide, hitching a ride with AI

21st Century Business Herald reporter Luo Yiqi After experiencing the environment of capacity expansion and price pressure in 2024, the silicon carbide (SiC) market is entering a stage of gradually stabilizing prices in 2025, while also welcoming new development opportunities in the AI field. Industry insiders analyzed 21st Century Business Herald reporters that although the price of silicon carbide substrates is still declining this year, the situation is different from 2024. At the application level, in addition to new energy vehicles still being the largest application market for silicon carbide, new scenarios such as AI data centers and AR glasses are also waiting to explode, which is expected to open up a new growth curve for the industry.

Beijing Lvfan | The first MW-scale grid-forming vanadium redox flow battery energy storage project f

Recently, Beijing LvFan successfully delivered a 2MWh all-vanadium redox flow battery energy storage system and accompanying electrolyte to a Taiwanese company, marking the official implementation of the first MW-scale flow battery energy storage project with grid-forming capabilities outside mainland China. The project has now completed debugging and passed acceptance inspection smoothly.

SiC may usher in a wave of price hikes

The silicon carbide (SiC) supply chain is entering a phased market, with rising prices for SiC raw materials and significant price pressures on 6-inch device substrates. For power and automotive designers, this divergence may reshape the cost structure of devices, while SiC is now being widely used in AI accelerators and high-performance computing platforms.