Electronics sector: last week, Shenwan electronics industry index rose 4.38%. Over the same period, the Shanghai Composite Index rose 2.02% and the gem index rose 2.51%, with the sector stronger than the market. The rise and fall of the electronic sector ranked fourth in the Shenyin Wanguo first-class industry index. We propose to lay out upstream semiconductor equipment and materials, downstream analog-to-digital IC chips, discrete devices, sensors and other fields. The performance in 2022 is relatively determined to grow and the prosperity of the track industry will continue to improve in the next two years.
[another manufacturer released eight inch SiC wafer] recently, Soitec, an industry leader in designing and manufacturing innovative semiconductor materials, announced that the company has released its first 200mm silicon carbide smartsic wafer. With the release of this version, Soitec can expand its SiC product portfolio to more than 150mm, raise the development of its smartsic wafer to a new level, and meet the growing demand of the automotive market. It is reported that its 200mm size smartsic substrate comes from Soitec’s test line at CEA leti’s substrate innovation center in Grenoble. This version enables Soitec to demonstrate the quality and performance of 200mm smartsic wafers and conduct the first round of key customer validation. It is not easy for SiC to develop to a larger wafer area. In this regard, we can see a little from the process of SiC from 4 inches to 6 inches – according to yole’s prediction data, the market demand for 4-inch SiC wafers will be close to 100000 in 2020, while the market demand for 6-inch wafers has exceeded 80000, and it is expected to gradually surpass 4-inch wafers in 2030.
