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Silicon carbide patent analysis shows firms building vertically integrated supply chains

What happened

Yole Développement forecasts the SiC power device market to grow at a 34% CAGR, exceeding $6bn by 2027, driven by EV adoption. Major players like STMicroelectronics, Infineon, and Wolfspeed are building vertically integrated supply chains to secure material and meet demand. Neutral: This is a long-term market trend analysis with no immediate, specific trading catalyst for price action.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

SiC Power Devices
STMicroelectronicsInfineonWolfspeedonsemiRohm SemiconductorMitsubishi Electric
market-growthvertical-integrationev-demand

Source and time

Source: Semiconductor Today · 5/17/2022 · View original source

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