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II-VI closes $100m contract to supply Tianyu with 150mm SiC substrates for power electronics
What happened
II-VI Inc. secured a contract worth over $100 million to supply 150mm silicon carbide (SiC) substrates to China's Dongguan Tianyu Semiconductor Technology Co. Ltd., with deliveries scheduled from Q1 through the end of 2023. This deal locks in significant supply for a key Chinese SiC epitaxial wafer manufacturer, potentially tightening available spot market volumes for other buyers. Watch: This long-term supply agreement could reduce spot market availability for 150mm SiC substrates, supporting price stability or upward pressure, but the direct impact on near-term spot prices is less certain.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
SiC Substrates
II-VI IncDongguan Tianyu Semiconductor Technology Co Ltd
capacitysupply-agreementpower-electronics
Source and time
Source: Semiconductor Today · 8/18/2022 · View original source
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