NuAxiSemiconductor trade intelligence
Wolfspeed and ZF to build SiC device fab in Germany, says Handelsblatt
What happened
Wolfspeed and ZF plan to build a multi-billion-euro SiC power device fab and research center in Germany, targeting the EV market. This represents a significant capacity expansion in the SiC supply chain, backed by a major automotive supplier. Bearish: This long-term capacity addition, while not immediate, signals increased future supply for SiC power semiconductors, potentially easing future pricing pressure.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
SiC Power Devices
Wolfspeed IncZF Friedrichshafen AG
capacity-expansionpartnershipautomotive
Source and time
Source: Semiconductor Today · 1/26/2023 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders