Fangda Carbon: 6N-grade graphite in mass supply to silicon carbide chip leaders

The significance here is less about volume than about qualification: mass supply to leading silicon carbide and optical fiber customers implies Fangda has cleared the purity and consistency hurdles that historically kept high-end graphite in a handful of foreign hands. That matters for the wider domestic supply chain, where ultra-high-purity consumables and components have been a quiet bottleneck. The open question is whether the expansion into epitaxy-related products — isostatic graphite, high-purity carbon powder, porous graphite and carbon felt — moves from announced portfolio to qualified revenue, and at what yield.