Based on Digitimes Research's observations, the market of the third-generation semiconductors is poised for high growth.
To capture the rising opportunities, Taiwan-based manufacturers are investing into silicon carbide (SiC) crystal growth and in-house production equipment. More than that, the supply chain is progressing toward the virtual integrated component manufacturer (IDM) model, following in the footsteps of some global leading IT firms.
Eyeing the rising demand for SiC crystals and wafers, Taiwan-based manufacturers are endeavoring toward domestic SiC production in hopes of securing a stable supply.
Table 2: SAS third-generation semiconductor business deployment
Table 3: Hermes-Epitek Group third-generation semiconductor business deployment
Chart 5: Episil-Precision 6-inch SiC-on-SiC wafer capacity, 2021-2023 (substrates/month)
Chart 6: Episil-Precision 4- to 8-inch GaN-on-Si wafer capacity, 2021-2022 (substrates/month)
Chart 7: Episil 6-inch SiC-on-SiC wafer capacity, 2021-2023 (substrates/month)
Chart 8: Episil 4- to 8-inch GaN-on-Si wafer capacity, 2021-2022 (substrates/month)