$ウルフスピード(WOLF.US)$had just announced that it will be supplying$RENESAS ELECTRONICS CORP(RNECF.US)$silicon carbide wafer for a period of 10 years . With the commencement of production for 200mm Silicon carbide wafer , this marks that Silicon carbide had just slightly pass beyond it’s infancy stage . In the future not long from now, the cost of Silicon carbide will be going down and eventually it’s penetration into every end market will be increasing treme...
People often talk about the future of energy transition which is happening all around the world , more and more solar farms , wind farms , biomass power plants are built , and the increasing numbers of EV adoption , will boost the demand for more efficient semiconductor materials substatially, especially silicon carbide and gallium nitride. Although silicon carbide technology has been in the market for the past 20+ years , but it i...
Last week, Goldman hosted the 2nd Annual World Semiconductor Conference in New York, where they gained valuable insight from the semiconductor companies. Here are Goldman's top nine takeaways from the chip conference: 1) Focus on AI: There was an immense focus on AI throughout conference with semiconductor companies, in particular, speaking to the near- and long-term opportunity related to this growing...
CHFANTA : 3% is not enough based on the trend