AI-driven demand has caused tungsten hexafluoride (WF6) prices to double within six months, with 7N-grade product quotes exceeding RMB 3.6 million per ton as global supply tightens. WF6 is the sole precursor for tungsten deposition in 3D NAND, HBM, and advanced logic chip fabrication. Japanese suppliers Kanto Denka and Central Glass, accounting for approximately 25% of global WF6 supply, face raw material sourcing difficulties and plan to reduce production in the second half of 2026, relying on tungsten powder imported from China. China's export controls on tungsten products, enacted under the Ministry of Commerce and General Administration of Customs 2025 Announcement No. 10, have restricted exports of ammonium paratungstate, tungsten oxide, tungsten carbide, and solid tungsten products. South Korean suppliers SK Specialty and Foosung have notified Samsung Electronics, SK Hynix, and DB HiTek of planned WF6 price increases of 70% to 90% for 2026. Separately, silicon carbide (SiC) is emerging as critical, with data center rack power consumption projected to surge from 10-15 kilowatts to over 1.5 megawatts by 2029-2030, creating a SiC substrate market opportunity approaching RMB 70 billion. Global silicon wafer giants Shin-Etsu, SUMCO, and GlobalWafers have initiated their second round of price hikes in 2026, with