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Infineon, Wolfspeed pivot to 8-inch SiC to cut costs and meet rising AI power demand
What happened
Infineon Technologies and US-based silicon carbide (SiC) leader Wolfspeed announced on October 15 a new multi-year supply agreement for 8-inch SiC wafers. The deal transitions their existing supply partnership from 6-inch to 8-inch substrate technology, positioning both companies to meet future demand across electric vehicles (EVs), renewable energy systems, and AI data center power infrastructure. The source states the move is intended to cut costs and meet rising AI power demand; the agreement is announced, and the source does not state whether the transition to 8-inch has been implemented or completed.
Impact and signal
Medium impactImpact score: 50/100
Affected components and suppliers
8-inch SiC wafers6-inch SiC substrates
Infineon TechnologiesWolfspeed
SiC8-inch wafersupply agreementAI data centerEVrenewable energy
Source and time
Source: DigiTimes Asia · 10/21/2026 · View original source
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