US President Donald Trump’s first-term restrictions on silicon carbide (SiC), intended to limit China’s access to the crucial third-generation semiconductor material under national security concerns, have had an unintended effect: catalyzing unprecedented growth in China’s domestic SiC industry. By the start of Trump’s second term in 2025, Chinese manufacturers had developed capabilities that could fundamentally alter the global SiC landscape.

据“中新集团”，2月6日，天禄光科技高分子新材料生产项目开工仪式（项目简称“吉光新材”）在中新苏滁高新区举行。

2月11日，新相微(688593.SH)发布公告，为推进公司整体战略实施，加快围绕主营业务显示芯片优化产业布局，进一步提升公司综合竞争力，公司子公司新相技术拟与国科东方、重庆两江新区君启岳、浚泉信、重庆两江新区产投开展战略合作，共同设立新型显示产业并购基金(以下简称“产业基金”或“合伙企业”)，执行事务合伙人为重庆两江新区君启岳，基金管理人为国科东方，总规模不低于4.02亿元。