The silicon carbide (SiC) industry is experiencing a dramatic shift as Chinese manufacturers flood the market with low-cost substrates, leading to a price collapse. While this presents challenges for Taiwanese companies, it also offers opportunities to leverage their quality and reliability advantages in a world seeking alternatives to China’s dominance.
The silicon carbide (SiC) market has undergone a significant transformation in 2024, with Chinese manufacturers dominating production and causing a price drop for SiC substrates. Despite the challenges, Taiwanese companies like Sino-American Silicon Products (SAS) and GlobalWafers believe they can leverage their strengths in quality, reliability, and cost-effectiveness to remain competitive in this evolving landscape.
