NuAxi
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

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders