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onsemi selects Czech Republic to establish $2bn end-to-end silicon carbide production for power semiconductors

What happened

onsemi plans to establish a $2 billion vertically integrated silicon carbide (SiC) manufacturing facility in the Czech Republic to meet demand from EVs, renewables, and AI data centers. This move represents a significant long-term capacity expansion for SiC power semiconductors. Bearish: This large-scale capacity addition, while addressing future demand, increases long-term supply potential, which could put downward pressure on SiC component pricing once online.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

Silicon Carbide (SiC) MOSFETsSiC Power Semiconductors

onsemi

capacity-expansionvertical-integrationSiCpower-semiconductors

Source and time

Source: Semiconductor Today · 6/19/2024 · View original source

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onsemi selects Czech Republic to establish $2bn end-to-end silicon carbide production for power semiconductors

What happened

Impact and signal

Affected components and suppliers

Source and time

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