NuAxiSemiconductor trade intelligence
Infineon expanding Kulim fab investment with €5bn second phase for Module Three
What happened
Infineon is expanding its Kulim, Malaysia fab with a €5 billion second phase to build the world's largest 200mm SiC power fab, backed by ~€5 billion in customer commitments and ~€1 billion in pre-payments. This move aims to capture market share in the fast-growing automotive and industrial SiC segments. Bearish: This significant capacity expansion, while demand-driven, increases future SiC supply and could exert downward pressure on premium pricing as the market scales.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
Silicon Carbide (SiC) Power Semiconductors
Infineon Technologies AG
capacity-expansioncapexSiCautomotive
Source and time
Source: Semiconductor Today · 8/3/2023 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders