NuAxiSemiconductor trade intelligence
Infineon signs multi-year agreement to supply power semiconductors to Hyundai/Kia
What happened
Infineon has signed a multi-year agreement to supply SiC and Si power semiconductors to Hyundai/Kia until 2030, with the automakers providing financial contributions to secure manufacturing capacity. This deal locks in long-term, high-volume demand for Infineon's power semiconductor capacity, particularly for the strategic SiC segment. 利多: This is a significant demand anchor for Infineon's power semiconductor output, potentially tightening available spot market supply for competing buyers and supporting long-term pricing for SiC components.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
Silicon Carbide (SiC) Power SemiconductorsSilicon (Si) Power Modules
Infineon Technologies AGHyundai Motor CompanyKia Corp
capacity-reservationlong-term-agreementautomotive-demand
Source and time
Source: Semiconductor Today · 10/18/2023 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders