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TanKeBlue Semiconductor Co., Ltd.
TanKeBlue Semiconductor Co., Ltd. (Beijing; Chinese: 北京天科合达半导体股份有限公司; SZSE: 688552 — listed on STAR Market 2021) is China's largest SiC substrate manufacturer; ~15-18% global market share as of 2024-2025. Founded 2006 as a spin-off from the Institute of Semiconductors (Chinese Academy of Sciences), TanKeBlue produces 4-inch, 6-inch, and early 8-inch SiC substrates. TanKeBlue is a key beneficiary of China's strategic investment in SiC as a domestic semiconductor priority — receiving government support through the National IC Industry Investment Fund (Big Fund) and local Beijing government industrial policy. TanKeBlue's rapid market share growth reflects Chinese subsidized capacity expansion that has compressed global SiC substrate pricing and contributed to Wolfspeed's financial distress.
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n-type SiC Substrates (Power Devices)
75%Semi-Insulating SiC Substrates (RF/5G)
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Concentration2024
TanKeBlue represents China's systematic strategy to displace Western and Japanese leadership in SiC substrate manufacturing — the same strategy that replaced Western leadership in solar panels, lithium batteries, and display panels. TanKeBlue and its Chinese SiC peers (SICC, Shandong SICC, ICSCRM) have grown from near-zero to approximately 30% of global SiC substrate market share by 2024, largely through below-market pricing enabled by Big Fund subsidies, local government industrial support, and state-backed customer preferences. Wolfspeed (Cree successor; Durham NC) — the US SiC market leader — entered financial distress in 2024 partly due to Chinese SiC pricing pressure. The same government-subsidized capacity expansion pattern that eliminated Western solar panel manufacturing in 2010-2015 is being applied to SiC substrates in 2020-2025. If the pattern holds, the US could lose domestic SiC substrate manufacturing capability within a decade — at which point EV power electronics, 5G base stations, and defense power systems would depend on Chinese-controlled SiC supply.
Wood Mackenzie ↗Origin2023
TanKeBlue Semiconductor was founded in Beijing in 2006 as a spin-off from the Institute of Semiconductors, Chinese Academy of Sciences (CAS) — the primary Chinese state research institution for semiconductor materials and devices. CAS's semiconductor research program had developed PVT (physical vapor transport) crystal growth expertise for SiC in the early 2000s, and TanKeBlue was created to commercialize this research. The company received investment from China's National IC Industry Investment Fund (the "Big Fund," established 2014) and Beijing municipal government industrial funds. TanKeBlue's STAR Market listing in 2021 was part of China's push to list strategic semiconductor companies on Shanghai's technology exchange. The CAS spin-off origin means TanKeBlue's technical foundation and initial IP came from the Chinese government's own research institutions — a direct pipeline from state research to strategic commercial deployment.
TanKeBlue Semiconductor Co., Ltd. ↗