Silicon carbide semiconductor device makers are poised for explosive growth. Their products reduce switching losses and boost energy efficiency, making them more cost-effective than traditional silicon devices.
Allegro Microsystems creates innovative arrangements to move humanity towards a safer and more sustainable future. Since their founding, Allegro has been spreading their products globally.
STMicroelectronics
ST Microelectronics is an industry leader in providing semiconductor solutions that promote smarter mobility and connectivity, including their advanced silicon and system expertise, manufacturing capabilities and IP portfolio – placing them at the forefront of System-on-Chip (SoC) technology development.
STMicroelectronics provides an extensive selection of standard and application-specific products, as well as offering value-added services such as custom design, packaging, testing and assembly solutions that can speed time-to-market by up to 50%; in addition, its value-added services help lower total cost of ownership for existing products by 20% or more.
STMicroelectronics products are used in applications as diverse as aerospace, automotive and consumer electronics. To meet these markets’ requirements, STMicroelectronics has designed, packaged and tested its portfolio to comply with requirements from qualifying agencies like European Space Agency or Defense Logistics Agency.
STMicroelectronics maintains manufacturing plants and research facilities worldwide, with headquarters based out of Switzerland. Furthermore, the company operates a design center in Greater Noida, India to conduct software engineering activities for their microcontroller and power transistor product lines; additionally this location hosts their worldwide data center.
Infineon Technologies AG
Infineon Technologies AG designs, develops, and manufactures semiconductors. Their offerings include application-specific integrated circuits (ICs), automotive system ICs, diodes, evaluation boards, electrostatic discharge protection products and electromagnetic interference protection solutions. Infineon also manufactures micro controllers, radio frequency and wireless controls, security ICs, smart card ICs and sensors used for automotive applications, industrial power controls, consumer electronics as well as computing and data storage needs. Infineon operates across North America, Europe and Asia. In January 2015, Infineon acquired International Rectifier which further strengthened their leadership position in GaN-based power semiconductors as well as expediting their ramp-up of their 300mm thin wafer manufacturing capability.
Infinion’s Connected Secure Systems (CSS) segment offers connectivity solutions, microcontrollers and embedded security controllers for authentication, automotive, consumer electronics, government identification documents, IoT payment system ticketing access control applications as well as authentication. Their security chips and microcontrollers form the cornerstones of an increasingly connected and decarbonized digital world with reliable computing and seamless security, creating robust connections resulting in reliable computing with seamless security for a more connected future.
Infineon Automotive products include semiconductors for powertrain applications such as engine and transmission control, comfort electronics (e.g. door locks, mirror control and electrical power distribution) as well as safety/vehicle dynamics such as airbags/antilock braking systems. Their industrial products range from uninterruptible power supplies/motor controls/drives for machine tools as well as pumps, fans and heating/ventilation/air-conditioning systems to uninterruptible power supplies (UPSs/Motos).
Semiconductor Components Industries
Semiconductors can be found in an abundance of electronic products ranging from computers and smartphones to appliances and medical equipment. Made out of silicon, semiconductors conduct electricity more than an insulator yet less than pure conductor. Their conductivity can be adjusted through doping; adding impurities into their material changes its conductivity significantly.
The semiconductor industry is experiencing unprecedented transformation due to the Internet of Things (IoT), driven by an explosion of connected devices and data processing chips. Furthermore, automation and robotics are being utilized more extensively within production lines in order to increase efficiency, reduce errors, and maximize production output while artificial intelligence (AI) helps optimize chip designs while decreasing development times and costs.
The semiconductor industry is an essential part of global economy, and companies that manufacture its components serve as excellent indicators. Highly diversified semiconductor producers often can withstand economic cycles by diversifying into other areas while benefiting from increasing market demand for their products. China produces most of the world’s semiconductors but recent trade disputes between the US and China have affected this industry by leading to decreased demand for electronic devices and semiconductors; which in turn could slow growth for this sector.
WOLFSPEED
Wolfspeed produces wide bandgap semiconductors such as silicon carbide and gallium nitride for use in numerous power and radio-frequency (RF) applications, as well as next-generation silicon carbide technologies critical to national security applications. Their customers include both military services as well as companies within aerospace, automotive and data storage industries.
The company operates two fabrication facilities and a materials factory, the latter of which in Marcy is an $2.5 billion project with both public and private investment that received support to help ramp up production and create jobs in the region. Their latest equipment can produce 200mm wafers compared to 150mm industry standards for more efficient cost savings for them and their customers.
Investors remain optimistic despite recent setbacks experienced by Wolfspeed. Although operational issues at their Durham plant could impact revenue in 2025’s first quarter, Wolfspeed has indicated its commitment to overcome delays and reinstate production capacity. Furthermore, Jana Partners CEO Cengiz Balkas will likely bring greater discipline when meeting manufacturing milestones.
Jed Dorsheimer, global head of energy and sustainability research for William Blair, remains optimistic about Wolfspeed’s cutting-edge technology; however, due to its long timeline for profitability he remains reluctant to invest.
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