NuAxiSemiconductor trade intelligence
Silicon carbide substrate costs falling as larger diameters adopted
What happened
TrendForce reports that silicon carbide (SiC) substrate costs are declining due to the industry-wide adoption of larger 8-inch wafers, which improves yield and reduces production costs. This cost reduction is driven by strong market demand pressuring manufacturers to lower final product prices for end consumers. Bearish: This trend points to a likely decrease in the price of SiC components, potentially easing supply constraints and putting downward pressure on related spot market prices.
Impact and signal
Low impactImpact score: 15/100
Affected components and suppliers
SiC Substrates
cost-reductionyield-improvementcapacity-expansion
Source and time
Source: Semiconductor Today · 3/27/2024 · View original source
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