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Wolfspeed tops out construction of John Palmour Manufacturing Center for Silicon Carbide
What happened
Wolfspeed celebrated the structural completion of its $5 billion John Palmour Manufacturing Center for Silicon Carbide in North Carolina, with phase one expected to be finished by end of 2024. This facility is a major capacity expansion aimed at meeting growing demand for SiC materials and devices in electric vehicles and industrial markets. Bearish: The significant addition of future SiC wafer and device capacity from a leading supplier could ease long-term supply constraints and put downward pressure on prices.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
SiC WafersSiC Power Devices
Wolfspeed Inc
capacity-expansionSiCcapex
Source and time
Source: Semiconductor Today · 3/27/2024 · View original source
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