Rising demand for SiC: Bosch plans to acquire US chip company TSI Semiconductors in Calif. (Image: Bosch)
What’s at stake:
As a slew of power electronics semiconductor companies pour billions of dollars into silicon carbide (SiC) production, Bosch, the German automotive Tier One, is making clear its intention to crash the SiC party. But why would Bosch want to come to the U.S., rather than building a resilient SiC supply chain in Germany?
Bosch this week announced plans to acquire assets of the U.S. chip manufacturer TSI Semiconductors in Roseville, Calif. The deal would convert TSI facilities currently offering a full range of logic CMOS process technologies into a U.S. manufacturing site. There, the German company would produce SiC chips on 200-millimeter wafers starting in 2026.
But what’s behind Bosch’s move?
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