NuAxiSemiconductor trade intelligence
Nexperia orders Aixtron G10-SiC and G10-GaN systems for Hamburg fab
What happened
Nexperia has placed a follow-up order for Aixtron's G10-SiC CVD and G10-GaN MOCVD systems to expand its 200mm wafer production of SiC and GaN power devices at its Hamburg fab. This investment signals a continued push to scale up production capacity for these wide-bandgap semiconductors. Bearish: This capacity expansion, while specific to Nexperia, contributes to the broader industry trend of increasing supply for SiC and GaN power devices, potentially easing long-term supply constraints and putting downward pressure on future pricing.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
SiC MOSFETGaN HEMT
NexperiaAixtron SE
capacity-expansioncapexpower-semiconductors
Source and time
Source: Semiconductor Today · 7/16/2024 · View original source
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