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A Certain Semiconductor in Uncertain Times

Wolfspeed, Infineon, STMicroelectronics, Onsemi and Rohm announced huge capex plans for SiC in recent months. Who will lead the market?
Crystalline Structure of Silicon Carbide
Crystalline Structure of Silicon Carbide

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By Jean-Christophe Eloy, Yole Group (in collaboration with Poshun Chiu and Ezgi Dogmus, analysts at Yole Intelligence, part of Yole Group)

What’s at stake?
Thanks to automotive electrification, the silicon carbide semiconductor market is witnessing unprecedented growth, with industry players jostling for position. Big questions we ponder are who are best positioned to lead the SiC device market and who will eventually acquire whom.


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