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Infineon lays foundation of third wafer fab module in Kulim, Malaysia

What happened

Infineon has laid the foundation for a third wafer fab module in Kulim, Malaysia, representing an investment exceeding RM8bn. The expansion is targeted at increasing manufacturing capacity for power semiconductors, specifically silicon carbide (SiC) and gallium nitride (GaN) technologies. Bearish: This significant capacity addition, expected to be operational by Q3 2024, will increase future supply for key wide-bandgap components, potentially easing long-term pricing pressure.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

SiC Power SemiconductorsGaN Power Semiconductors
capacity-expansionwide-bandgapcapex

Source and time

Source: Semiconductor Today · 7/13/2022 · View original source

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