NuAxiSemiconductor trade intelligence
Infineon investing €2bn in third module at Malaysia front-end fab for wide-bandgap power semiconductors
What happened
Infineon is investing over €2 billion to build a third module at its Kulim, Malaysia fab, significantly expanding its manufacturing capacity for silicon carbide (SiC) and gallium nitride (GaN) power semiconductors. This investment aims to capture growth in automotive, renewable energy, and data center markets. Bearish: This major capacity expansion for SiC/GaN increases future supply, potentially easing long-term pricing pressure and component availability constraints.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
SiC Power SemiconductorsGaN Power Semiconductors
Infineon Technologies AG
capacity-expansioncapexwide-bandgap
Source and time
Source: Semiconductor Today · 2/17/2022 · View original source
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