➀ ZF Friedrichshafen, a German auto parts supplier, is withdrawing from its joint venture with Wolfspeed in Saarland, Germany, due to weak demand from EV makers. The original plan involved a $3 billion fab and an R&D center, with ZF paying $185 million for a stake in the project. The EU agreed to a €600 million subsidy for the investment. ➁ Wolfspeed is seeking new funding for the Saarland project, which was initially planned to begin running silicon in 2027. Construction was delayed until mid-2025. ➂ Wolfspeed is prioritizing its investments in its Marcy, New York fab, where it received $750 million under the US Chips Act and has a $6 billion budget for expanding its SiC fabs.
Recent #SiC news in the semiconductor industry
➀ Shuoke Crystal's SiC Phase II project has been completed;
➁ Additional 200,000 pieces/year of SiC production capacity added;
➂ Project located in Shanxi Transformation Comprehensive Reform Demonstration Area, with phase I completed in May 2024;
➃ Total investment of 520 million yuan for the expansion;
➄ To produce 200,000 pieces/year of N-type SiC substrate and 25,000 pieces/year of high-purity substrate after completion.
➀ Shenzhen's 8-inch SiC line is scheduled to be operational by the end of the year with a planned production capacity of 720,000 units.
➁ Fangda Microelectronics announced the launch of new automotive-grade SiC MOSFETs at the SEMiBAY event, with a production capacity of 170,000 units per year for 6-inch wafers and 720,000 units per year for 8-inch wafers.
➂ The Fab1 of Fangda Microelectronics is producing both SiC and GaN chips and has a current SiC capacity of 9,000 units per month, with an expected increase to 14,000 units per month by the end of 2024.
➀ Nexperia announced a $200 million investment in Germany to develop next-generation wide bandgap semiconductors; ➁ SiC and GaN semiconductors are driving the next generation of electronic devices due to their high performance; ➂ The demand for SiC is growing exponentially with the global promotion of new energy vehicles; ➃ Nexperia is focusing on SiC MOSFETs for the transition from 400V to 800V battery systems in electric vehicles; ➄ Nexperia offers a comprehensive range of GaN devices for industrial and renewable energy applications; ➅ Nexperia is investing in 8-inch wafer production to capture market opportunities.
➀ An introduction to semiconductors and their conductivity properties; ➁ Explanation of the concept of doping and its effect on semiconductor conductivity; ➂ Overview of BCD, CMOS, FinFET, SOI, GaN, and SiC technologies and their applications.
➀ Toshiba has introduced ten 1.2kV silicon carbide Schottky diodes; ➁ Half are in TO-247-2L packaging and half in TO-247; ➂ The diodes have a forward voltage of typically 1.27V and can handle high currents.
➀ Soitec and Resonac are collaborating to co-develop 200mm SmartSiC wafers using Resonac's substrates and epitaxy processes; ➁ The partnership aims to improve SiC yield and productivity; ➂ Soitec's SmartSiC wafers are produced using the company's proprietary SmartCut technology.
1. Axus Technology's Capstone CS200 platform offers the industry's lowest cost of ownership for CMP processes on 200mm SiC wafers. 2. It delivers twice the throughput and more than 50% lower total cost per wafer compared to leading CMP competitors. 3. The Capstone features a streamlined workflow and integrated cleaning capability, reducing process steps and lowering capex investment.
➀ Infineon has launched a SiC half-bridge module capable of handling 1.8MW in under 500ns; ➁ The module features 3,300V 1,000A 1.9 mΩ trench mosfets; ➂ The technology won a German Federal President’s Award for Technology and Innovation.
➀ The San’an-ST project, with a total investment of approximately CNY 30 billion, is close to completion and is expected to start production soon. ➁ The project includes a chip factory and a substrate factory, focusing on the production of SiC power chips and substrates. ➂ The substrate factory, fully funded by San’an Semiconductor, is set to produce 480,000 8-inch SiC substrates annually, while the chip factory aims for an annual production capacity of 480,000 automotive-grade SiC MOSFET power chips.
➀ Wolfspeed, a leading player in the SiC industry, has faced significant challenges including market share loss, financial losses, and a drastic drop in stock value. ➁ The company's strategy of heavy investment in 8-inch SiC wafer production has led to high costs and low profitability. ➂ Amidst intense competition and market saturation, Wolfspeed is considering cost-cutting measures such as factory closures and strategic partnerships to regain market position.
➀ Infineon launches the world's largest 8-inch SiC wafer factory in Malaysia, investing 20 billion euros. ➁ The SiC market is experiencing fierce competition, with major players like Infineon, STMicroelectronics, and ON Semiconductor expanding capacity and seeking partnerships. ➂ Domestic Chinese firms are also rapidly advancing, aiming to capture market share through increased production and technological advancements.
➀ Infineon has inaugurated the first phase of its 200mm SiC fab in Malaysia, a €2 billion project. ➁ The Malaysian Prime Minister highlighted the project's role in enhancing Malaysia's status as a global semiconductor hub and its contribution to climate protection. ➂ Upon completion of the second phase, the fab is expected to become the world's largest and most efficient 200mm SiC facility, creating up to 4,000 jobs.
➀ The article highlights the top five Silicon Carbide (SiC) suppliers in 2023, as identified by TrendForce; ➁ It provides a brief overview of the suppliers and their significance in the semiconductor industry; ➂ The article also includes links to related topics and previous articles for further reading.
1. STMicroelectronics maintained its position as the top supplier of SiC devices with a 32.6% market share in 2023. 2. The SiC market, heavily influenced by EV sales, is expected to slow down significantly in 2024. 3. Major players like ST, onsemi, Infineon, Wolfspeed, and ROHM are expanding their SiC production capacities and strategic partnerships to enhance market competitiveness.
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