NuAxiSemiconductor trade intelligence

[News] Wafer Capacity Set to Surge: A New Phase for the SiC Industry in 2026

What happened

Wolfspeed, Infineon, and STMicroelectronics are all ramping 200mm SiC wafer capacity in 2026, with ST's China JV targeting 480k 8-inch wafers annually. This comes amid a near-term EV demand slowdown but rising AI data center demand. Bearish: Multiple major suppliers expanding capacity simultaneously increases future supply pressure on SiC wafers and power devices.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

SiC WafersSiC Power Semiconductors

WolfspeedInfineon Technologies STMicroelectronics

capacity-expansionwafersupply-increase

Source and time

Source: TrendForce · 3/3/2026 · View original source

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[News] Wafer Capacity Set to Surge: A New Phase for the SiC Industry in 2026

What happened

Impact and signal

Affected components and suppliers

Source and time

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