The third generation of semiconductors continues to grow rapidly, first benefiting semiconductor equipment manufacturers
Date：2024-03-25
Recently, SEMICON China 2024, a major event in the semiconductor industry, was held at the Shanghai New International Expo Center. More than 60 companies in the silicon carbide industry chain participated, covering the MOCVD, ion implantation, substrates, epitaxial wafers, devices and other industry chain links, making it a major highlight of the exhibition.
Since Tesla adopted silicon carbide devices in 2018, the silicon carbide industry has entered a rapid range of development, with increasing penetration rates in industries such as storage and wind and solar power. The domestic silicon carbide industry is also constantly improving in technology and scale. At the same time, controversies surrounding the risk of overcapacity around silicon carbide substrates are increasing day by day.
The Shanghai Securities News reporter learned from the exhibition that industry insiders believe that the silicon carbide industry is still in the early stage of industrial development, and the substrate will be in short supply within the next five years. Especially gratifying is that major domestic silicon carbide enterprises have made significant progress, from substrates to equipment, and domestic semiconductor equipment manufacturers are targeting new opportunities for the development of the silicon carbide industry.
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