NuAxiSemiconductor trade intelligence
China’s SICC and TanKeBlue to supply silicon carbide wafers and boules to Infineon
What happened
Infineon has signed long-term supply agreements with Chinese firms SICC and TanKeBlue for 150mm SiC wafers and boules, each covering a double-digit share of its forecasted demand. This move diversifies Infineon's SiC material supply base away from established players. Bearish: This increases global SiC wafer supply capacity and reduces supply chain concentration risk, potentially easing long-term price pressure.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
Silicon Carbide (SiC) Wafers
Infineon Technologies AGSICC Co LtdTanKeBlue Semiconductor Co Ltd
supply-diversificationcapacity-expansionchina-supply
Source and time
Source: Semiconductor Today · 5/3/2023 · View original source
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