I've talked about this for a while now. Wolfspeed is screwed.Well, it seems like someone is butthurt.
I assume this is just complaining from them after receiving CHIPS act funding.
I've talked about this for a while now. Wolfspeed is screwed.Well, it seems like someone is butthurt.
I wonder what kind of post-2024 consulting gig UMC offered Raimondo in exchange for this investigation
WASHINGTON (Reuters) -The Biden administration announced on Monday a last-minute trade investigation into older Chinese-made "legacy" semiconductors that could heap more U.S. tariffs on chips from China that power everyday goods from autos to washing machines to telecoms gear.
U.S. Commerce Secretary Gina Raimondo said on Monday her department's research showed that two-thirds of U.S. products using chips had Chinese legacy chips in them, and half of U.S. companies did not know the origin of their chips including some in the defense industry, findings that were "fairly alarming."
Tai told reporters the trade agency has found evidence that China is targeting the semiconductor industry for global domination, adding: "This is enabling its companies to rapidly expand capacity and to offer artificially lower-priced chips that threaten to significantly harm and potentially eliminate their market-oriented competition."
A Biden administration official said that in addition to examining the impact of the imported chips themselves, the probe would look at their incorporation into downstream components and end-use goods for critical industries including defense, automotive products and medical devices.
It also will target China's production of silicon carbide substrates and wafers for semiconductor fabrication.
Why UMC?I wonder what kind of post-2024 consulting gig UMC offered Raimondo in exchange for this investigation
https://www.reddit.com/r/wolfspeed/comments/1f64aylWell, it seems like someone is butthurt.
Do we really need to post random Reddit takes on these things?
The source of dropout003’s quoteDo we really need to post random Reddit takes on these things?
SICC is now delivering 8" SiC substrates with lower defect density than Wolfspeed for $700. Wolfspeed charges $1270 for the same product. My source is a former Wolfspeed customer, Warwick University. They report the SICC substrates have substantially fewer defects than those WS was supplying. It is likely WS was supplying a small customer like Warwick with lower quality at higher prices, but a $570 delta is huge and does not bode well for WS going forward. SICC now has about 17% market share and is growing as WS share is declining.
They have raised their 6/8 inch wafer production to 420k per year. Support 600-3000V power modules.根据弗若斯特沙利文的资料,天域半导体是中国首批实现4英吋及6英吋碳化硅外延片量产的公司之一,及中国首批拥有量产8英吋碳化硅外延片能力的公司之一。截至2024年10月31日,天域半导体6英吋及8英吋外延片的年度产能约为420000片,这使公司成为中国具备6英吋及8英吋外延片产能的最大公司之一。
通过自主研发,天域半导体已掌握生产600–30000V单极型及双极型功率器件所需整个碳化硅外延片生产周期的必要核心技术及工艺。公司的产品范围全面,以行业领先的性能指标为特征。天域半导体目前提供4英吋及6英吋碳化硅外延片,并已开始量产8英吋外延片。