NuAxiSemiconductor trade intelligence
Silicon carbide prices plunge as Chinese SiC manufacturing capacity ramps
What happened
Silicon carbide (SiC) substrate prices, particularly for mainstream 6-inch products, have collapsed in 2024 as Chinese manufacturers dramatically ramped up production capacity. This follows a period of substrate shortages that previously supported higher prices. Bearish: The rapid supply expansion creates a clear oversupply situation, pressuring prices downward across the SiC substrate market.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
SiC Substrate (6-inch)SiC Substrate (8-inch)
price-collapseoversupplycapacity-ramp
Source and time
Source: Semiconductor Today · 10/29/2024 · View original source
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