Infineon Leads the Quiet Migration of Power Semiconductors
· Source: tspasemiconductor.substack.com
In short
Infineon's new manufacturing facility in Thailand exemplifies a broader shift in semiconductor supply chains towards geographic diversification driven by geopolitical and strategic considerations. Power semiconductors, critical in EVs and industrial applications, highlight the importance of dispersed assembly and testing beyond wafer fabrication, emphasizing efficiency and optionality. The expansion brings challenges of maintaining process equivalence, manufacturing ecosystems, and resilience across locations, making semiconductor manufacturing increasingly complex and interdependent.
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Tags: semiconductors, power, manufacturing, diversification, resilience, supplychain