NuAxiSemiconductor trade intelligence
ST supplying silicon carbide MOSFETs to Li Auto
What happened
STMicroelectronics has signed a long-term supply agreement to provide its silicon carbide MOSFETs to Chinese EV maker Li Auto. This deal supports Li Auto's strategy for high-voltage battery electric vehicles across multiple segments. Bullish: This secures a major, predictable demand stream for ST's SiC products, tightening supply for other buyers and supporting price stability or increases in the SiC power device market.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
Silicon Carbide MOSFET
long-term-agreementautomotiveSiC-demand
Source and time
Source: Semiconductor Today · 12/22/2023 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders