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Wolfspeed orders multiple Aixtron G10-SiC systems to support ramp-up of 200mm epi production

What happened

Wolfspeed has placed multiple orders for Aixtron's G10-SiC CVD systems in Q3 and Q4 2023 to ramp up production of 200mm silicon carbide epitaxial wafers. This investment is part of Wolfspeed's ongoing capacity expansion to meet growing demand for SiC power devices in electric vehicles and industrial applications. Bearish: This signals a future increase in SiC wafer supply, which could ease long-term pricing pressure but does not indicate an immediate oversupply.

Impact and signal

Medium impactImpact score: 58/100

Affected components and suppliers

SiC Epitaxial WafersSiC Power Semiconductors
Wolfspeed IncAixtron SE
capacity-expansioncapexequipment-order200mm

Source and time

Source: Semiconductor Today · 4/19/2024 · View original source

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