700 million SiC project mass production, another "Showa Denko" was born
Third-generation semiconductor trend · 2023-09-19
Recently, another SiC company announced mass production and has laid out a 700 million yuan epitaxial wafer project. It is expected that SiC substrate + epitaxial revenue will increase 10 times this year.
On September 18, according to Aixtron’s official website, they have reached a cooperation with GlobiTech, a wholly-owned subsidiary of Sino-American Crystal. GlobiTech will purchase epitaxy equipment G10 to enter the SiC epitaxy field.
According to data, GlobiTech was established in December 1998 and is one of the world's largest silicon epitaxial wafer foundries. The company was originally a division of Texas Instruments, but was acquired by Sino-American Crystal many years ago
In 2008, Sino-American Crystal acquired 100% of the equity of GlobiTech for US$45 million in cash to realize the independent production process of crystal growth, slicing, grinding, polishing and epitaxial production; and in 2011, it separated the group's semiconductor business and established Globalwafers , GlobiTech is now part of Globalwafers.
According to previous reports by "Experts Say Three and a Half Generations", in the past two years, GlobiTech has begun to expand its SiC business and transition to the emerging silicon carbide market:
In March 2022, Globalwafers proposed to invest NT$100 billion to expand production. One of the plans is to expand the production of silicon carbide epitaxy at Globitech.
In May this year, GlobiTech received an investment of US$2 million (approximately RMB 13.99 million) from the Sherman, Texas (KTEN) Economic Development Corporation. This funding will help GlobiTech achieve a total investment of US$100.5 million (approximately RMB 703,000). billion) expansion plan to produce silicon carbide epitaxial wafers.
Currently, GlobiTech has begun mass production using G5WW C and G10-SiC systems, and will continue to expand installed capacity in the next few years and supply SiC substrates and SiC epitaxy to the market. Known customers include Texas Instruments and Intel.
Globalwafer's silicon carbide business model is similar to Resonac (formerly known as Showa Denko). In addition to epitaxy, they also make their own silicon carbide substrates.
In March 2022, Xu Xiulan, chairman of Sino-American Crystal, said that Globalwafer's monthly SiC substrate production capacity at that time was about 2,000 pieces. Due to very strong customer orders, they planned to expand their monthly production capacity to 5,000 pieces in 2022, which is expected to reach 5,000 pieces by the end of 2023. On 10,000 pieces.
In March 2023, SiC business only accounted for about 3% of Globalwafer's revenue. In August this year, Xu Xiulan revealed that their SiC performance this year will be at least 10 times that of last year.
https://www.hangjianet.com/topic/1695076680040as stated n #1106, GlobalWafers is planning to eventually reach 1 million SiC epi wafers annual capacity according to the CEO.