BASiC Semiconductor becomes first to turn gross margin positive amid SiC price war; industrial-grade MOSFET revenue surges 582% - finance.biggo.com

Amid an ongoing price war in the silicon carbide (SiC) industry, BASiC Semiconductor (9971.HK) has become the first company in the sector to achieve a positive gross margin, marking a significant brea... Read original →

BASiC Semiconductor’s gross margin turnaround marks a pivotal shift in the SiC industry from price competition to value-driven growth. The 582% surge in industrial-grade MOSFET revenue reflects strong demand from renewable energy and AI data centers. This success stems from strategic product mix, supply chain cost reduction, and expansion into robotics and consumer electronics. However, the sector remains vulnerable to geopolitical risks, especially amid tightening export controls on semiconductor technologies in the US and EU. Competitors like Episil may respond with accelerated R&D and vertical integration. Over the next 12–24 months, SiC adoption will expand across more end markets, driving upstream 8-inch wafer capacity growth and midstream module consolidation, accelerating industry reshaping.