Infineon and Wolfspeed Elevate SiC Production with Major Supply Deal

Infineon Technologies and Wolfspeed have upgraded their silicon carbide wafer supply agreement from 150mm to 200mm wafers, enhancing supply chain resilience. The U.S. Department of War has committed to a conditional $1.5 billion loan to Wolfspeed, emphasizing national security in SiC production. The 200mm wafers promise cost reductions, crucial for expanding applications, including AI data centers. Demand for SiC is spiking, expecting to reach $11 billion by 2031.