NuAxiSemiconductor trade intelligence
Infineon and Wolfspeed expand and extend multi-year 150mm SiC wafer supply agreement
What happened
Infineon and Wolfspeed have expanded and extended their multi-year 150mm silicon carbide (SiC) wafer supply agreement, which includes a capacity reservation. This secures long-term supply for Infineon amid growing demand from automotive, solar, EV, and energy storage applications. Neutral: This locks in supply for a major buyer but does not immediately alter the overall market's supply-demand balance or price trajectory.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
SiC Wafers
Infineon Technologies AGWolfspeed Inc
capacity-reservationsupply-agreementSiC
Source and time
Source: Semiconductor Today · 1/23/2024 · View original source
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