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DigiTimes
Chinese SiC substrate maker SICC hits record Q2; 8-inch wafers top 50% of core revenue
SICC has reported record revenue for the second quarter of 2026, marking a significant milestone for the company in the silicon carbide substrate market. The growth mainly stems from the increasing adoption of 8-inch wafers, which have surpassed 50% of the company's total revenue. This trend reflects a broader shift in the semiconductor industry towards larger wafer technologies, particularly in sectors such as electric vehicles and AI, which depend on efficient and high-capacity substrate solutions. As the demand for SiC substrates continues to rise, SICC's success may signify pivotal changes in manufacturing economics within the industry.
MonitorConfidence: MediumShort term horizon
Published 20 Aug 2026, 04:20 UTC1 min read
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Summary
TL;DR
- SICC hits record revenue for Q2 2026.
- 8-inch wafers account for over 50% of core revenue.
- Growth linked to trends in electric vehicles and AI.
- Shift to larger wafers reshaping SiC substrate economics.
- Stronger first-half revenue and margins reported.
Interesting facts
- The adoption of 8-inch wafers is gaining traction as industry needs shift.
- SICC's performance indicates a growing market for silicon carbide solutions.
What changed
SICC's revenue from 8-inch wafers has crossed the 50% mark, demonstrating a significant growth trajectory for this segment.