Silicon carbide: From gold rush to commodity?

Silicon carbide wafer

The extraordinary ascent of the global silicon carbide (SiC) market is nothing short of remarkable, kick-starting the transition of power semiconductor applications from silicon to SiC back in 2017 when it equipped Tesla’s Model 3 electric car. In 2019, chip maker Wolfspeed selected the Marcy Nanocenter site near Utica, New York to build the world’s first 200mm SiC fab based on U.S. soil that was inaugurated in April 2022. Since then, the U.S. SiC gold rush has turned into a global investment frenzy, fueled mainly by increasing demand for electric vehicles. While it is clear that SiC is a critical technology for the future of semiconductors, does it run the risk of soon becoming a commodity as it moves into the power electronics mainstream?

In this collaborative article, Stephen Rothrock, Founder and CEO of ATREGJean-Christophe Eloy, President and Founder of Yole Group, and Poshun Chiu, Senior Technology and Market Analyst at Yole Intelligence, part of Yole Group, provide an overview of the global SiC market and their predictions for the future of the revolutionary technology.

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