Global silicon carbide production lines turn to 8-inch "speed race"

The global silicon carbide wafer size is rapidly leaping from 6 inches to 8 inches, and mainstream overseas power semiconductor manufacturers have put 8-inch mass production on the agenda. Taking Wolfspeed, the global leader in silicon carbide, as an example, in July 2023, Wolfspeed announced that its 8-inch factory had begun to ship SiC MOSFETs in batches to Chinese end customers, and officially started mass production of 8-inch devices. The mass production time of other overseas manufacturers is also scheduled for the end of 2024-2026, and large-scale investment will begin. Judging from the layout of major manufacturers, the layout of 8-inch wafer manufacturing mass production capacity will be completed in 2024-2025, which can be said to have entered the eve of mass production.