NuAxiSemiconductor trade intelligence
Wolfspeed accelerating shift of device fabrication to 200mm Mohawk Valley Fab, while mulling closure of 150mm Durham device fab
What happened
Wolfspeed is accelerating the shift of its device fabrication to its 200mm Mohawk Valley fab and considering closing its 150mm Durham device fab. This strategic move aims to increase production efficiency and scale for its SiC and GaN power and RF products. Watch: The transition could temporarily constrain supply during the ramp-up but is ultimately bullish for long-term capacity and cost structure.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
Silicon Carbide (SiC) MOSFETsGallium Nitride (GaN) RF Devices
Wolfspeed Inc
capacity-migrationfab-consolidationsupply-chain-shift
Source and time
Source: Semiconductor Today · 9/3/2024 · View original source
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