AI Data Centers Join EVs as SiC Demand Engines in Infineon-Wolfspeed 200mm Wafer Deal
· Source: techtimes.com
In short
Infineon Technologies and Wolfspeed announced a multi-year 200mm silicon carbide wafer supply agreement, upgrading a 20-year relationship from 150mm substrates. The deal comes shortly after the U.S. Department of War announced a conditional $1.5 billion loan commitment to Wolfspeed, highlighting national-security concerns and rising SiC demand from AI data center power infrastructure as well as electric vehicles.
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Tags: semiconductors, supply chain, data centers, silicon carbide, wafers, power efficiency