NuAxiSemiconductor trade intelligence

ST reshaping manufacturing footprint to invest in 300mm silicon, 200mm SiC, and technology R&D

What happened

STMicroelectronics is reshaping its global manufacturing footprint, investing in 300mm silicon and 200mm SiC capacity, while consolidating older 150mm and 200mm lines. This strategic move aims to future-proof its IDM model and accelerate innovation in key technology areas. Watch: This long-term capacity shift could tighten supply for legacy products while boosting future output for advanced silicon and SiC, creating mixed signals for traders.

Impact and signal

Medium impactImpact score: 55/100

Affected components and suppliers

SiC MOSFETPower SemiconductorsAnalog ICs

STMicroelectronics

capacity-expansionmanufacturing-footprintinvestmentSiC300mm

Source and time

Source: Semiconductor Today · 4/15/2025 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

ST and Sanan creating 200mm SiC device fab JV in ChinaSemiconductor Today · 6/7/2023
RT NEWS: 🤝 Another major chipmaker is doubling down on China: #onsemi has selected Shanghai as its Greater China headquarters and plans to localize...TrendForce Official (Market Data) · 4/2/2026
Infineon opens Smart Power Fab as Europe’s largest power semiconductor manufacturing siteeeNews Europe · 7/2/2026
CHIPX to establish 8-inch GaN-on-SiC wafer fab in MalaysiaSemiconductor Today · 12/15/2025
Navitas invests $20m in its first three Aixtron G10-SiC epi reactorsSemiconductor Today · 5/31/2023
What the EU's 70% local content threshold means for its industrial baseDigiTimes Asia · 2/17/2026

ST reshaping manufacturing footprint to invest in 300mm silicon, 200mm SiC, and technology R&D

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings