Li Auto and SiEn Integrated Sign New Strategic Cooperation Agreement, 8-inch SiC Wafer Rolls Off Line
Summary
On September 3, SiEn Integrated and Li Auto signed a new round of strategic cooperation agreement and jointly witnessed the successful roll-off of 8-inch silicon carbide wafers. Their cooperation has expanded from vehicle electric drive to on-board thermal management systems, following the mass production of 6-inch SiC wafers in February 2025 for Li Auto's i-series models. The 8-inch products are about to enter SOP mass production, marking a key milestone in their partnership.
Bubble analysis
This news mainly concerns technical cooperation and product progress between two companies, belonging to the upstream manufacturing segment of the AI supply chain, but its direct relevance to the AI investment bubble is weak. It provides no specific investment amounts or market data, so its reference value for bubble assessment is limited.
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