NuAxiSemiconductor trade intelligence
II-VI accelerates 150-200mm SiC substrate and epi manufacturing expansion
What happened
II-VI Incorporated is accelerating its expansion of 150mm and 200mm silicon carbide (SiC) substrate and epitaxial wafer manufacturing capacity with large-scale factory expansions in Pennsylvania and Sweden. This move is part of the company's previously announced $1 billion, 10-year investment plan to scale SiC production. Bearish: The acceleration of significant new SiC substrate and epi capacity adds to the global supply pipeline, potentially easing long-term supply constraints and putting downward pressure on future pricing.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
SiC SubstratesSiC Epitaxial Wafers
II-VI Incorporated
capacity-expansioncapexSiC
Source and time
Source: Semiconductor Today · 3/8/2022 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders