|This entire article is a must read. It highlights the long-term opportunity but also some of the dangers from their own customers. On Semi has also talked about their drive towards vertical integration of their SiC supply chain. |
ST Bets Future on Silicon Carbide
By Nitin Dahad, 04.01.19
Speaking at the heart of its SiC plant in Catania last week, Marco Monti, president of ST’s automotive and discrete group, said he believed 50% of the power semiconductors market in 30 years will be based on SiC. While the company currently outsources the supply of ingots and substrates (with the epitaxy and wafer processing carried out in Catania) he said ST wants to have more control of the supply chain and bring it internal.
Monti said while ST already has plans to further integrate Norstel into its supply chain, the company isn’t ready to disclose them, saying it may reveal more at its capital markets day in May. He said the alliance with Cree is important, and the ambition is to be more vertically integrated. While its SiC is currently on 6-inch wafers, it intends to use its Norstel and local research links to push to 8-inch slices, probably by 2025.