NuAxiSemiconductor trade intelligence

Multi-year deal signed for ST to supply silicon carbide devices to ZF

What happened

STMicroelectronics has signed a multi-year contract to supply 'double-digit millions' of silicon carbide devices to ZF Friedrichshafen for its new modular inverter architecture entering series production in 2025. This secures long-term, high-volume demand for ST's SiC products, leveraging its vertically integrated manufacturing. Bullish: This locks in significant future demand for ST's SiC capacity, reducing market availability and supporting pricing power for these components.

Impact and signal

Medium impactImpact score: 45/100

Affected components and suppliers

Silicon Carbide (SiC) MOSFETsAutomotive Power Modules

STMicroelectronics

long-term-agreementautomotive-demandcapacity-secured

Source and time

Source: Semiconductor Today · 4/17/2023 · View original source

Open the NuAxi live feed →

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

Wolfspeed accelerating shift of device fabrication to 200mm Mohawk Valley Fab, while mulling closure of 150mm Durham device fabSemiconductor Today · 9/3/2024
onsemi selects Czech Republic to establish $2bn end-to-end silicon carbide production for power semiconductorsSemiconductor Today · 6/19/2024
ZF invests in Wolfspeed to support construction of largest SiC device fabSemiconductor Today · 2/2/2023
onsemi expands silicon carbide production facility in New HampshireSemiconductor Today · 8/12/2022
Geely and ST set up joint lab and sign multi-year SiC device supply dealSemiconductor Today · 6/5/2024
ROHM’s SiCrystal and ST expand silicon carbide wafer supply agreementSemiconductor Today · 4/22/2024

Multi-year deal signed for ST to supply silicon carbide devices to ZF

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings