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As of January, the country has the vast majority of new manufacturing capacity in the pipeline looking forward to 2030: 85% of wind blade capacity, 90% of solar wafer capacity, and more than 95% of anode and cathode material for EV batteries.
Source: https://time.com/6256132/ford-ev-china-clean-technology/
BEIJING (Reuters) – U.S. semiconductor wafer maker AXT Inc said its Chinese subsidiary Beijing Tongmei had received initial export permits for shipping gallium arsenide and germanium substrates – compounds key to chipmaking – to certain customers.
Source: https://www.shorenewsnetwork.com/2023/09/21/us-firm-axt-says/
By contrast, the is just a crisp, visible morsel carved out of a silicon wafer.
Source: https://foreignpolicy.com/2023/09/10/chips-semiconductor-created-silicon-us-china-taiwan/
Infineon Technologies () is constructing a new state-of-the-art wafer fab module in Kulim, with around Ringgit 8 billion of investment.
Taiwanese business journal notes that this is the first dip in wafer pricing since the start of the epidemic.
Source: https://hothardware.com/news/silicon-wafers-fall-in-price-does-it-mean-cheaper-processors
The second wafer foundry is very experienced in manufacturing bipolar devices such as IGBTs and the detailed review of the process flow went well.
They will complete a full process flow engineering run with their wafer fab this month and have qualified a second high-performance fab at another part of the world.