The silicon carbide (SiC) substrate market appears to be oversupplied, but it takes more than just comparing production capacity and actual demand to understand the real picture,...
The significant expansion of Chinese manufacturers' SiC substrate production capacity in 2024 has led to oversupply and a sharp decline in prices, rapidly expanding the applicable...
Thanks to improving yields in producing silicon carbide (SiC), China has achieved an abundant supply of substrates, even resulting in oversupply. The country has reportedly begun...
The price collapse of 6-inch silicon carbide (SiC) substrates is taking its toll on the 8-inch segment, where volume production has yet to begin but prices are already tumbling, according...
The SiC substrate sector has quickly shifted from shortage to oversupply in 2024, thanks to aggressive expansions of 6-inch capacity at Chinese suppliers.
Taiwan Semiconductor Manufacturing Company (TSMC) announced on October 8 to subscribe to a NT$3.74 billion cash capital increase (approximately US$116 million) for Vanguard International...
China's solar energy firms, which have 85% of the global market, are being hit by an unprecedented level of oversupply and encountering export challenges in the European and US markets,...
Recent debates in the semiconductor industry have raised concerns about a potential oversupply of high bandwidth memory (HBM). Analysts believe a key factor will be whether Samsung...
On September 15, Morgan Stanley issued a report dramatically reducing SK Hynix's target stock price by 54%, cutting it from KRW260,000 (approx. US$200) to KRW120,000. Simultaneously,...
As electronic products demand higher power density, driven by rising energy needs, third-generation semiconductors have become crucial. Among these, silicon carbide (SiC), known for...
Due to oversupply in the solar industry in 2024, supply chain quotes have continued to plummet, leading to a wave of bankruptcies across the sector. According to industry insiders,...
The US and EU have started addressing the influx of Chinese electric vehicles (EVs) entering global markets. The issue of oversupply may ease as investments by Chinese automakers...
Benefiting from its High Bandwidth Memory (HBM) business, SK Hynix has experienced substantial revenue growth and forecasts a doubling of shipments in 2024. Regarding recent concerns...
The solar cell sector in China has swiftly shifted from P-type PERC to N-type TOPCon technology over the past two years, leading to an oversupply situation. The industry's woes were...
The global solar industry is on the brink of a significant transformation as the transition from P-type PERC to N-type TOPCon solar modules gains momentum.
