Yesterday’s STM Strategy Webcast was full of references to SiC and GaN:
Manufacturing part in STM’s strategy presentation starting from slide #39 in particular slide #42 is very interesting:
https://investors.st.com/static-files/...-2e5a-451a-9bc2-c164a7d801a4Link to webcast:
https://investors.st.com/events/event-details/strategic-updateI paste below some comments taken from the call (source: above webcast link) – any sophisticated feedback from the forum is highly appreciated!
Thanks,
dlg.
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„We also strengthened our power offering with silicon carbide and gallium nitride investment agreements and acquisitions“
„We complement our internal capability through long-established partnership with Silicon foundries and assembly and testing subcontractors.“
„We are preparing for internal mass production of silicon carbide substrates.“
„In silicon carbide, we are further investing in capacity expansion and technology evolution at our 150 millimeter manufacturing plant in Catania.“
„Concerning silicon carbide substrates, we confirm our strategy for the vertical integration of the silicon carbide supply chain. We have completed the acquisition and progress in the integration of our Sweden silicon carbide affiliate ST-Norstel
„We are also making progress in the development of the 200 millimeter crystal growth process where the industry will progressively migrate in the second half of this decade. We are well ahead in the design and the site identification for a new plant for mass production of substrates. We have the objective to start production in 2022 and achieve more than 40% of internal sourcing by 2024. Summarizing our overall silicon carbide strategy.“ (paragraph for PVA Tepla as well, fel?)
„We will communicate in due time about our new initiative on the internal mass production of silicon carbide substrates.“
„First, Power Technologies, investment in production expansion and technology development for silicon carbide, gallium nitride, and vertical integration of silicon carbide substrates.“
„In order to accelerate our access to the market, while we continue to build a competitive internal road map, we have established partnership with TSMC addressing both discretes and integrate GaN in system epitaxy solutions.
„We can produce both standards and customized solution based on the abetting of both silicon and silicon carbide devices. The production capacity in Shenzhen is under expansion“
„In gallium nitride, we have installed an internal full process capability. We are capitalizing on the acquisition of Exagan, and we have activated a collaboration with TSMC. The second major progress in power modules, for this, we have set up internal capacity at Shenzhen and started production in collaboration with a subcontractor.“
„For power GaN, we have installed an internal 200 millimeter epitaxy tool at our Tours plant in France and we have now the capability to run a full manufacturing floor internally.“
„New wideband material like gallium nitride. So we need to invest, we needed to secure our growth here in order to achieve our target.“
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