# semiconductor guidance — X 热门讨论 (2026-09-26 11:52 UTC)
## @abhayjainp (abhay jain) · 09-26 10:40 · ♥34 ↻5 💬1 Growth Triggers for Carborundum Universal.
CUMI’s ceramics are moving into semiconductor tools, fuel cells, aerospace and power electronics.
started supplying ceramics for semiconductor wafer fab equipment.
revenue should pick up from FY28.
established 5N purity silicon carbide and is working towards 6N for semi applications.
aerospace and defence programmes are going through customer and product qualifications.
metallized substrate facility being set up w tech partner and anchor customer.
FY27 ceramics guidance raised from 15% to 25%.
metallized cylinders, ceramics and SOFC ceramics are driving the growth. https://x.com/abhayjainp/status/2103796731704176991