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Wednesday 26 April 2023
What's behind the scenes of Tesla's big SiC cut ?
Rumors concerning the real reasons behind Tesla's decision to announce a 75% cut in SiC use for its future EVs have recently emerged, with some sources saying it has a lot to do with...
Thursday 13 April 2023
Demand for power module leadframes to see big rebound in 4Q23
Despite a slight correction in orders for automotive and industrial control applications, customers including IDMs are likely to restart their scramble for more supply of leadframes...
Tuesday 28 March 2023
Global IGBT shortage worsens on Tesla policy change
The global shortage of industrial and automotive IGBTs is being exacerbated as Tesla is likely to use more insulated IGBTs in its future EVs under its 75% SiC cut plan. This paves...
Thursday 9 March 2023
OSATs see clear automotive MCU orders from IDMs till end-2023
Taiwan's OSATs including ASE Technology, TeraPower Technology under Powertech Technology (PTI), and Ardentec have seen clear order visibility for automotive MCUs from IDMs till the...
Wednesday 8 March 2023
China supply chain players see little impact of Tesla SiC cut
Though taken aback by Tesla announcing a 75% cut in SiC demand for its future vehicles, China's SiC substrate suppliers including SICC and Tony Electronic have indicated their production...
Tuesday 7 March 2023
Onsemi will supply SiC to BMW in long-term agreement
US-based semiconductor manufacturer Onsemi announced on March 6 a long-term supply agreement (LTSA) with BMW AG (BMW) for onsemi's EliteSiC technology in the German premium car manufacturer's...
Friday 3 March 2023
With Tesla rumored to cut 75% of SiC demand, Taiwan's power semiconductor sector offers their analysis
EV leader Tesla emphasized in its 2023 "Investor Day" that its next car model will aim to reduce assembly costs by 50%. It was also implied that Tesla will reduce around 75% of its...
Thursday 2 March 2023
More makers in China, Taiwan building presence in SiC sector
China-based carmakers and solar cell suppliers are aggressively foraying into the silicone carbide (SiC) segment in line with the semiconductor self-sufficiency goal set by the government,...
Tuesday 7 February 2023
Onsemi exceeds fourth quarter expectations
Onsemi on Feb. 6 announced its fourth quarter and fiscal year 2022 results with the following highlights:
Monday 30 January 2023
Onsemi, Volkswagen team up for EV inverters
Onsemi has signed a strategic agreement with German automaker Volkswagen (VW) to provide modules and semiconductors that enable a complete electric vehicle (EV) traction inverter...
Thursday 5 January 2023
onsemi releases new 1700 V EliteSiC industrial silicon carbide solutions
onsemi introduced "EliteSiC" as the name of its silicon carbide (SiC) family. This week, the company will showcase three new members of the family – the 1700 V EliteSiC MOSFET...
Wednesday 28 December 2022
Japanese chipmakers keen on expanding capacity for car power devices
Japan's semiconductor firms including Toshiba Electronic Devices & Storage and JS Foundry are actively expanding investments in building new capacities for power devices to meet...
Thursday 22 December 2022
IDMs migrating to 8-inch fabs for SiC, GaN components production
With third-generation compound semiconductors SiC and GaN increasingly used in power devices for electric vehicle (EV) and server applications, international IDMs are actively migrating...
Tuesday 6 December 2022
IDMs see clear auto IGBT order visibility through 2023
The supply of automotive IGBT continues to fall short of demand, and international IDMs have seen clear order visibility throughout 2023, while Chinese semiconductor companies are...
Monday 5 December 2022
With chip demand diversifying, IDM optimistic about automotive chips in 2023
Mainstream automotive IDMs have all given pretty optimistic predictions regarding the fourth quarter of 2022 and 2023, despite recent demand-side uncertainty in the automotive chip...