Rendered at 21:34:41 GMT+0000 (Coordinated Universal Time) with Cloudflare Workers.
bradknowles 3 hours ago [-]
The summary at the top of that page is:
Infineon marks innovation milestone with world’s first 300-millimeter power silicon carbide (SiC) wafer
PBusiness & Financial Press
Nov 09, 2026
Infineon presents industry-first functional power devices processed on 300-millimeter silicon carbide wafers
Technological breakthrough underlines Infineon’s innovation strength and leadership in power semiconductors and wide-bandgap technologies
300-millimeter SiC process feasibility lays the foundation for secure, future-proof SiC supply to customers in automotive, renewable energy, industrial and AI data center applications
Infineon will present the first processed 300-millimeter SiC wafer to the public at the electronica trade show starting 10 November 2026 in Munich
johntb86 2 hours ago [-]
Anyone know why it took so long for them to transition to 300mm? As mentioned in the article, they're mainly using existing 300mm equipment designed for silicon, which transitioned years ago. I imagine some process steps are different (mainly growing to larger boule, but probably others), but it doesn't seem like they would be huge blockers.
exmadscientist 41 minutes ago [-]
SiC is just in general an extremely unforgiving material to work with. The stars just didn't align for 300mm wafers until now.
chasil 22 minutes ago [-]
From the wiki, SiC monocrystals are made in an "Acheson graphite electric resistance furnace."
Larger dies == more material == more chance for impurities to wreck the crystal.
Chasing 9’s is very hard already (both uptime and purity), and by the time you start getting into 6+ digits of 9’s? Really really hard.
novaRom 2 hours ago [-]
Can you guys restart DRAM production in Europe again? If 20 or so years ago it was possible, today is the best economical opportunity.
okanat 1 hours ago [-]
European investors and governments are risk averse. DRAM is one of the riskiest silicon products. They talk a lot about independence but European governments lack the raw investment power and willpower to make decade-long investments that are guaranteed to lose money in the next decade as DRAM. If Europe wants DRAM made in European soil, the governments and people should be ready for losing tens to hundreds of billions of taxpayer money.
When Korean and American factories ramp up, the price will plummet. Basically whatever business will not make a single Euro profit for years.
European silicon manufacturers target industrial and automotive for a reason. They want large, guaranteed contracts for older silicon nodes which are cheap and profitable. They let the US, China and Taiwan to take risk of developing new ones. When they do research, they prefer incremental ones.
When it comes to real talk Europe doesn't really care about independence more than it cares about capital and profits. Only an actual war will make the governments care and it will be too late. Without a strong drive to create one's own nuclear arsenal, don't expect any groundbreaking risky investment out Europe.
PowerElectronix 2 hours ago [-]
In a few years dram will be a losing money segment again, why bother?
novaRom 17 minutes ago [-]
I doubt it will. You hv to consider memory tech may shift a bit towards LLM-first, so a kind of more computations in memory, and other innovations will be common and demand will not be lower especially if you consider average lifetime of a GPU card is 5 years, there will be demand like just to utilize all those racks to pay out all the money they borrow now. In memory compute will make AI more decentralized (still a hopium).
alephnerd 2 hours ago [-]
Memory packaging is non-trivial and Europe currently doesn't have players in that space.
The primary players are South Korea, Taiwan, the US, and China and most of their capex in the space is in Asia and the US.
Maken 1 hours ago [-]
Goodram exists. Last sticks I bought were from them because they are not that expensive now.
wolfi1 2 hours ago [-]
as far as I recall it, packaging wasn't done in Europe even then
FuriouslyAdrift 2 hours ago [-]
Global Foundries (fab) is in Germany and Amkor (packaging) is in Portugal
mercurywells 2 hours ago [-]
I thought Wolfspeed was already at 300mm at the start of this year?
sshah03 2 hours ago [-]
I don't think they're claiming to be first in producing the substrate, just first to process it into functional power devices.
lightedman 19 minutes ago [-]
Wolfspeed/Cree does not have a fab and does not create wafers, let alone LEDs. They are purely a research/licensing company with a side business of selling luminaire fixtures.
alephnerd 2 hours ago [-]
This may not appear sexy but this is a huge deal. Power semiconductors are critical for most NatSec and industrial usecases.
You can likely live without a new gaming rig. You likely cannot live without replaceable parts for trucks and cars.
gosub100 2 hours ago [-]
Trucks and cars worked fine without them for decades
adrian_b 59 minutes ago [-]
Because they did not use electric motors.
Now SiC MOSFETs are the most efficient devices for the power converters used in electric vehicles, where DC voltages of 800 V or 1000 V are used in the latest models, which require, respectively, 1200 V or 1400 V SiC MOSFETs.
GaN HEMTs (high-electron-mobility transistors) are the most efficient devices for the power supplies that are fed from mains electricity, where 650 V GaN devices are used for the universal power supplies, which must accept up to 240 V AC on input.
lightedman 16 minutes ago [-]
"Because they did not use electric motors."
Wooooo let's go back to 1827 for a moment and have a chat with Anyos Jedlik. Or maybe Andres Flocken in 1881. Let's see how they did electric vehicles.
Oh, lookie there, no SiC.
Joker_vD 21 minutes ago [-]
...Can't we just go back to thermionic vacuum tubes at this point? Those worked just fine at kilowatt powers and megahertz frequencies.
tadfisher 2 hours ago [-]
That's a funny way to frame things. Do you think Infineon is forced to choose between those two markets?
LoganDark 2 hours ago [-]
How does this compare to GaN? Better or worse?
PowerElectronix 1 hours ago [-]
Different kind of applications. GaN has no reverse recovery at all and a way smaller gate source capacity and threshold voltage so you can crank up the frequency higher.
But GaN conducts heat worse and also anything that can withstand more than 650V becomes a huge die due to no vertical mosfet tech in GaN yet.
SiC is more or less like super Silicon, almost negligible reverse recovery, very fast switching, way smaller gate charge and a 1200V 1700V is economical and very performant.
For high power like 10s-100s of kW SiC is the best. Higher than that passive components become so big you don't need as high a frequency so you would go with Si IGBTs, lower than that GaN allows you to increase frequency by a lot and reduce passive components size AND in a lot of cases total losses.
So yeah, don't expect to see GaN in a car power train and SiC in a server power supply.
jpm_sd 2 hours ago [-]
SiC is for high voltage, GaN is for high switching frequency.
adrian_b 1 hours ago [-]
There is an overlap between SiC and GaN at rated voltages between 600 V and 750 V, but at lower voltages than that only GaN devices are used and at higher voltages than that only SiC devices are used.
Even at 650 V where there are available both GaN and SiC devices, there is little direct competition between them. For such voltages, SiC devices are used for controlling greater powers, where also the power dissipated by the device is great enough to require a big package that enables efficient cooling, while the pure GaN devices (i.e. not the hybrid silicon-GaN cascode transistors) are available only in small surface mounted packages, which enable much higher switching frequencies, but at lower output powers, because it is more difficult to cool them well enough.
For now, the SiC devices are only unipolar devices, i.e. MOSFETs and Schottky diodes. But in the future, when SiC crystals with fewer defects will become available, there will also be SiC bipolar devices, i.e. thyristors and IGBTs. The bipolar devices will be available for much greater powers than the current devices, while also being much faster than the silicon bipolar devices. On GaN, bipolar devices are not possible, so GaN will always be used only for higher switching frequencies, but lower output powers than SiC.
Silicon carbide MOSFETs are the best devices for the SOTA electric vehicles and also for their chargers, which work at 800 V (where 1200 V SiC MOSFETs are used) or at 1000 V (where 1400 V SiC MOSFETs are used).
Infineon marks innovation milestone with world’s first 300-millimeter power silicon carbide (SiC) wafer
PBusiness & Financial Press Nov 09, 2026
Infineon presents industry-first functional power devices processed on 300-millimeter silicon carbide wafers
Technological breakthrough underlines Infineon’s innovation strength and leadership in power semiconductors and wide-bandgap technologies
300-millimeter SiC process feasibility lays the foundation for secure, future-proof SiC supply to customers in automotive, renewable energy, industrial and AI data center applications
Infineon will present the first processed 300-millimeter SiC wafer to the public at the electronica trade show starting 10 November 2026 in Munich
Scaling this up does not appear to be trivial.
CVD and the "Lely" process are also mentioned.
https://en.wikipedia.org/wiki/Silicon_carbide#Production
Chasing 9’s is very hard already (both uptime and purity), and by the time you start getting into 6+ digits of 9’s? Really really hard.
When Korean and American factories ramp up, the price will plummet. Basically whatever business will not make a single Euro profit for years.
European silicon manufacturers target industrial and automotive for a reason. They want large, guaranteed contracts for older silicon nodes which are cheap and profitable. They let the US, China and Taiwan to take risk of developing new ones. When they do research, they prefer incremental ones.
When it comes to real talk Europe doesn't really care about independence more than it cares about capital and profits. Only an actual war will make the governments care and it will be too late. Without a strong drive to create one's own nuclear arsenal, don't expect any groundbreaking risky investment out Europe.
The primary players are South Korea, Taiwan, the US, and China and most of their capex in the space is in Asia and the US.
You can likely live without a new gaming rig. You likely cannot live without replaceable parts for trucks and cars.
Now SiC MOSFETs are the most efficient devices for the power converters used in electric vehicles, where DC voltages of 800 V or 1000 V are used in the latest models, which require, respectively, 1200 V or 1400 V SiC MOSFETs.
GaN HEMTs (high-electron-mobility transistors) are the most efficient devices for the power supplies that are fed from mains electricity, where 650 V GaN devices are used for the universal power supplies, which must accept up to 240 V AC on input.
Wooooo let's go back to 1827 for a moment and have a chat with Anyos Jedlik. Or maybe Andres Flocken in 1881. Let's see how they did electric vehicles.
Oh, lookie there, no SiC.
But GaN conducts heat worse and also anything that can withstand more than 650V becomes a huge die due to no vertical mosfet tech in GaN yet.
SiC is more or less like super Silicon, almost negligible reverse recovery, very fast switching, way smaller gate charge and a 1200V 1700V is economical and very performant.
For high power like 10s-100s of kW SiC is the best. Higher than that passive components become so big you don't need as high a frequency so you would go with Si IGBTs, lower than that GaN allows you to increase frequency by a lot and reduce passive components size AND in a lot of cases total losses.
So yeah, don't expect to see GaN in a car power train and SiC in a server power supply.
Even at 650 V where there are available both GaN and SiC devices, there is little direct competition between them. For such voltages, SiC devices are used for controlling greater powers, where also the power dissipated by the device is great enough to require a big package that enables efficient cooling, while the pure GaN devices (i.e. not the hybrid silicon-GaN cascode transistors) are available only in small surface mounted packages, which enable much higher switching frequencies, but at lower output powers, because it is more difficult to cool them well enough.
For now, the SiC devices are only unipolar devices, i.e. MOSFETs and Schottky diodes. But in the future, when SiC crystals with fewer defects will become available, there will also be SiC bipolar devices, i.e. thyristors and IGBTs. The bipolar devices will be available for much greater powers than the current devices, while also being much faster than the silicon bipolar devices. On GaN, bipolar devices are not possible, so GaN will always be used only for higher switching frequencies, but lower output powers than SiC.
Silicon carbide MOSFETs are the best devices for the SOTA electric vehicles and also for their chargers, which work at 800 V (where 1200 V SiC MOSFETs are used) or at 1000 V (where 1400 V SiC MOSFETs are used).