More Semicon Reality - Renesas abandons SiC plan

[Barnsley]

Its tough sledding when you not at leading edge , which is where the majority of Semicon companies are.

Non-Leading edge saturation is a real thing!

https://www.electronicsweekly.com/news/business/renesas-abandons-sic-plan-2025-05/

Renesas has abandoned plans to enter the SiC market. It was due to begin production this year.

The move may have been precipitated by the expected bankruptcy of Wolfspeed which was to have been Renesas’ supplier of SiC wafers.

In 2023, Renesas paid Wolfspeed an upfront sum of $2 billion to secure ten years’ supply of SiC wafers and it is possible that Renesas will not be able to get it back.
With the slowing in EV sales, demand for SiC chips has reduced while the Chinese chip companies have ramped up production of SiC devices and pushed down prices.

 

[Paul2]

The biggest mistake in industry's calculation was that everyone will jump onto more expensive SiC very quickly.

Instead, the SiC volume is indeed very big, but at an already very low price point.

And high-end silicon switches are doing just fine, except not rivaling SiC where there the ultimate material limits is the sole limit (voltage).