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\u610f\u5927\u5229\u5361\u5854\u5c3c\u4e9a\u65b0\u5382\u5206\u5e03\u56fe<\/p>\n

\u56fe\u7247\u6765\u6e90\uff1a\u610f\u6cd5\u534a\u5bfc\u4f53\u5b98\u7f51<\/p>\n

\u4e2d\u56fd\u91cd\u5e86\uff1a2023\u5e746\u6708\uff0c\u610f\u6cd5\u534a\u5bfc\u4f53\u4e0e\u4e09\u5b89\u5149\u7535\u8ba1\u5212\u6295\u8d4432\u4ebf\u7f8e\u5143\uff0c\u5728\u4e2d\u56fd\u91cd\u5e86\u201c\u96fe\u90fd\u201d\u5171\u540c\u5efa\u8bbe\u4e00\u5ea7\u65b0\u76848\u82f1\u5bf8\u78b3\u5316\u7845\u5668\u4ef6\u5408\u8d44\u5236\u9020\u5de5\u5382\u3002\u6b64\u5916\uff0c\u4e09\u5b89\u5149\u7535\u8fd8\u5c06\u5229\u7528\u81ea\u7814\u7684\u78b3\u5316\u7845\u886c\u5e95\u5de5\u827a\uff0c\u5355\u72ec\u5efa\u9020\u548c\u8fd0\u8425\u4e00\u4e2a\u65b0\u76848\u82f1\u5bf8\u78b3\u5316\u7845\u886c\u5e95\u5236\u9020\u5382\u3002<\/p>\n

\u91cd\u5e86\u4e09\u5b89\u610f\u6cd5SiC\u9879\u76ee\u603b\u89c4\u5212\u6295\u8d44\u7ea6300\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u9879\u76ee\u8fbe\u4ea7\u540e\u5c06\u5efa\u6210\u5168\u56fd\u9996\u67618\u82f1\u5bf8SiC\u886c\u5e95\u548c\u6676\u5706\u5236\u9020\u7ebf\uff0c\u5177\u5907\u5e74\u4ea748\u4e07\u72478\u82f1\u5bf8SiC\u886c\u5e95\u3001\u8f66\u89c4\u7ea7MOSFET\u529f\u7387\u82af\u7247\u7684\u5236\u9020\u80fd\u529b\uff0c\u9884\u8ba1\u8425\u6536\u5c06\u8fbe170\u4ebf\u4eba\u6c11\u5e01\u3002\u8fd1\u65e5\uff0c\u91cd\u5e86\u4e09\u5b89\u534a\u5bfc\u4f53SiC\u886c\u5e95\u5de5\u5382\u5b8c\u6210\u4e86\u4e3b\u8bbe\u5907\u7684\u5165\u573a\u3002<\/p>\n

\u610f\u6cd5\u534a\u5bfc\u4f53\u76ee\u6807\u662f\u52302024\u5e74\uff0c\u5b9e\u73b040%\u78b3\u5316\u7845\u886c\u5e95\u81ea\u7ed9\u3002\u53e6\u636e\u97e9\u5a926\u6708\u62a5\u9053\uff0c\u82f1\u98de\u51cc\u5c06\u4ece2025\u5e74\u7b2c\u4e09\u5b63\u5ea6\u5c06\u5176\u78b3\u5316\u7845\u529f\u7387\u534a\u5bfc\u4f53\u751f\u4ea7\u5de5\u827a\u4ece6\u82f1\u5bf8\u5347\u7ea7\u4e3a8\u82f1\u5bf8\u3002<\/p>\n

03\u3001Wolfspeed\uff1a\u7f8e\u56fd+\u5fb7\u56fd<\/strong><\/p>\n

Wolfspeed\u662f\u6700\u65e9\u91cf\u4ea78\u82f1\u5bf8\u78b3\u5316\u7845\u6676\u5706\u7684\u5382\u5546\u3002Wolfspeed\u5728\u7f8e\u56fd\u7ebd\u7ea6\u5dde\u5e03\u5c40\u7684\u83ab\u970d\u514b\u8c37\uff08Mohawk Valley\uff09SiC\u6676\u5706\u5382\u5df2\u4e8e2022\u5e744\u6708\u5f00\u4e1a\uff0c\u76ee\u524d2024\u5e747\u6708\u8fbe\u523020%\u7684\u6676\u5706\u5f00\u5de5\u5229\u7528\u7387\uff0c\u4ea7\u80fd\u63d0\u5347\u5c06\u6301\u7eed\u52302027\u5e74\u3002Wolfspeed\u768410\u53f7\u697c\u78b3\u5316\u7845\u6750\u6599\uff08Building 10 Materials\uff09\u5de5\u5382\u5df2\u5b9e\u73b0\u51768\u82f1\u5bf8\u6676\u5706\u7684\u751f\u4ea7\u76ee\u6807\uff0c\u9884\u8ba1\u52302024\u5e74\u5e95\uff0c\u53ef\u652f\u6301\u83ab\u970d\u514b\u8c37\u5de5\u5382\u7ea625%\u7684\u6676\u5706\u5f00\u5de5\u5229\u7528\u7387\u3002<\/p>\n

\u636e\u4ecb\u7ecd\uff0c\u83ab\u970d\u514b\u8c37\u5de5\u5382\u662f\u4e16\u754c\u4e0a\u7b2c\u4e00\u5bb6\u4e13\u95e8\u5efa\u9020\u7684\u5168\u81ea\u52a88\u82f1\u5bf8\u78b3\u5316\u7845\u5de5\u5382\uff0c\u4e0eWolfspeed\u5e02\u573a\u9886\u5148\u7684200\u6beb\u7c73\u6750\u6599\u751f\u4ea7\u76f8\u7ed3\u5408\uff0c\u5de9\u56fa\u4e86Wolfspeed\u4f5c\u4e3a\u552f\u4e00\u4e00\u5bb6\u5b8c\u5168\u5782\u76f4\u6574\u5408\u7684200\u6beb\u7c73\u78b3\u5316\u7845\u5236\u9020\u5546\u7684\u7ade\u4e89\u5730\u4f4d\u3002<\/p>\n

\"\"
<\/figcaption><\/figure>\n

\u83ab\u970d\u514b\u8c37SiC\u6676\u5706\u5382<\/p>\n

\u56fe\u7247\u6765\u6e90\uff1aWolfspeed<\/p>\n

Wolfspeed\u4e8e2022\u5e749\u6708\uff0c\u5c06\u5728\u7f8e\u56fd\u5317\u5361\u7f57\u6765\u7eb3\u5dde\u9521\u52d2\u5e02\u67e5\u5854\u59c6\u53bf\uff08(Chatham County)\uff09\u5efa\u8bbeJohn Palmour\u78b3\u5316\u7845\u5236\u9020\u4e2d\u5fc3\uff08\u201cJP\u201d\uff09\uff0c\u8ba1\u5212\u6295\u8d44\u9884\u8ba113\u4ebf\u7f8e\u5143\uff08\u8fd190\u4ebf\u4eba\u6c11\u5e01\uff09\uff0c\u9879\u76ee\u4e00\u671f\u5de5\u7a0b\u9884\u8ba12024\u5e74\u5b8c\u6210\u3002\u65b0\u5de5\u5382\u6bd7\u90bb\u5176\u73b0\u6709\u7684\u8fbe\u52d2\u59c6(Durham)\u6750\u6599\u5de5\u5382\uff0c\u65b0\u5de5\u5382\u5c06\u5236\u90208\u82f1\u5bf8\u78b3\u5316\u7845\uff08SiC\uff09\u6676\u5706\uff0c\u5efa\u6210\u540e\u78b3\u5316\u7845\u4ea7\u80fd\u5c06\u518d\u589e\u52a010\u500d\uff0c\u5e76\u5c06\u6210\u4e3a\u4e16\u754c\u4e0a\u6700\u5927\u3001\u6700\u5148\u8fdb\u7684SiC\u6750\u6599\u5de5\u5382\uff0c\u9884\u671f\u57282025\u5e74\u590f\u5b63\u4e4b\u524d\u5411\u83ab\u970d\u514b\u8c37\u4ea4\u4ed8\u6676\u5706\u3002<\/p>\n

Wolfspeed\u5f53\u65f6\u8868\u793a\uff0c\u57282024\u5e74\u81f3\u672c\u5341\u5e74\u7ed3\u675f\u4e4b\u524d\uff0c\u516c\u53f8\u6839\u636e\u9700\u6c42\u6269\u5927\u989d\u5916\u4ea7\u80fd\uff0c\u9884\u8ba1\u6700\u7ec8\u76ee\u6807445\u4ebf\u5143\uff0c\u5efa\u6210\u8d85\u8fc7100\u4e07\u5e73\u65b9\u82f1\u5c3a\u7684\u5de5\u5382\u3002<\/p>\n

\"\"
<\/figcaption><\/figure>\n

John Palmour\u78b3\u5316\u7845\u5236\u9020\u4e2d\u5fc3<\/p>\n

\u56fe\u7247\u6765\u6e90\uff1aWolfspeed<\/p>\n

\u81ea\u6b64\uff0cWolfspeed\u5728\u7f8e\u56fd\u90e8\u7f72\u5efa\u8bbe3\u5ea7\u78b3\u5316\u7845\u5de5\u5382\uff0c\u5305\u62ec\u8fbe\u52d2\u59c6\uff08Durham\uff09\u78b3\u5316\u7845\u886c\u5e95\u5de5\u5382\uff08\u5df2\u5efa\u6210\uff09\u3001\u83ab\u970d\u514b\u8c37\u5de5\u5382\uff08\u5df2\u843d\u6210\uff09\u3001\u67e5\u5854\u59c6\u5de5\u5382\uff08\u5728\u5efa\u4e2d\uff09\u3002<\/p>\n

\u968f\u77408\u82f1\u5bf8\u78b3\u5316\u7845\u9700\u6c42\u7a33\u6b65\u4e0a\u5347\uff0cWolfspeed\u4e8e2023\u5e742\u6708\u521d\u5ba3\u5e03\uff0c\u8054\u5408\u5fb7\u56fd\u6c7d\u8f66\u4f9b\u5e94\u5546\u5de8\u5934\u91c7\u57c3\u5b5a\uff0c\u5728\u5fb7\u56fd\u8428\u5c14\u5dde\u6069\u65af\u591a\u592b\u5efa\u9020\u5168\u7403\u6700\u5927\u3001\u6700\u5148\u8fdb\u76848\u82f1\u5bf8SiC\u5668\u4ef6\u5236\u9020\u5de5\u5382\u3002\u8be5\u6676\u5706\u5382\u5360\u573035\u82f1\u4ea9\uff0c\u8ba1\u52122027\u5e74\u6295\u4ea7\uff0c2030\u5e74\u6ee1\u4ea7\u3002\u4e0d\u8fc7\uff0c\u8fd1\u671f\u6709\u6d88\u606f\u79f0\uff0cWolfspeed\u63a8\u8fdf\u4e86\u5fb7\u56fd\u5de5\u5382\u7684\u8ba1\u5212\u3002\u8d44\u91d1\u65b9\u9762\uff0c\u8be5\u5de5\u5382\u9884\u8ba1\u8017\u8d44\u7ea627.5\u4ebf\u6b27\u5143\uff08\u7ea6\u5408\u4eba\u6c11\u5e01215\u4ebf\u5143\uff09\uff0c\u5df2\u83b7\u5f97\u5fb7\u56fd\u8054\u90a6\u653f\u5e9c3.6\u4ebf\u6b27\u5143\uff08\u7ea6\u5408\u4eba\u6c11\u5e0128\u4ebf\uff09\u53ca\u8428\u5c14\u5dde\u653f\u5e9c1.55\u4ebf\u6b27\u5143\uff08\u7ea6\u5408\u4eba\u6c11\u5e0112\u4ebf\u5143\uff09\u7684\u8865\u8d34\u3002\u636e\u6089\uff0cWolfspeed\u8fd8\u5728\u7533\u8bf7\u300a\u6b27\u6d32\u82af\u7247\u6cd5\u6848\u300b\u7684\u8d44\u91d1\u63f4\u52a9\u3002<\/p>\n

\u5f85\u5fb7\u56fd\u8428\u5c14\u5dde\u5de5\u5382\u5efa\u6210\u540e\uff0c\u5c06\u4e0e\u83ab\u970d\u514b\u8c37SiC\u6676\u5706\u5382\u3001\u5317\u5361\u7f57\u6765\u7eb3\u5ddeJohn Palmour\u78b3\u5316\u7845\u5236\u9020\u4e2d\u5fc3\u4e00\u540c\u6210\u4e3aWolfspeed\u516c\u53f865\u4ebf\u7f8e\u5143\u4ea7\u80fd\u6269\u5f20\u8ba1\u5212\u7684\u91cd\u8981\u7ec4\u6210\u90e8\u5206\uff0c\u5e76\u4e14\u8fd9\u4e09\u5ea7\u5de5\u5382\u4e5f\u662fWolfspeed\u4e3b\u529b\u5e03\u5c408\u82f1\u5bf8\u78b3\u5316\u7845\u6676\u5706\u7684\u91cd\u70b9\u9a7b\u624e\u5730\u3002<\/p>\n

\"\"
<\/figcaption><\/figure>\n

\u78b3\u5316\u7845200mm\u534a\u5bfc\u4f53\u82af\u7247<\/p>\n

\u56fe\u7247\u6765\u6e90\uff1aWolfspeed<\/p>\n

04\u3001\u5b89\u68ee\u7f8e:\u610f\u5927\u5229+\u97e9\u56fd<\/strong><\/p>\n

\u76ee\u524d\u5b89\u68ee\u7f8e\u5728\u97e9\u56fd\u5bcc\u5ddd\u5df2\u843d\u4e00\u5b50\uff0c\u5373\u5148\u8fdbSiC\u8d85\u5927\u578b\u5236\u9020\u5de5\u5382\u3002\u8be5\u5de5\u5382\u5df2\u4e8e2023\u5e7410\u6708\u5b8c\u6210\u6269\u5efa\uff0c\u5e76\u4e8e2024\u5e74\u6b63\u5f0f\u8fd0\u884c\uff0c\u76ee\u524d\u5bcc\u5dddSiC\u751f\u4ea7\u7ebf\u4e3b\u529b\u751f\u4ea76\u82f1\u5bf8\u6676\u5706\uff0c\u8ba1\u5212\u57282025\u5e74\u5b8c\u6210\u76f8\u5173\u6280\u672f\u9a8c\u8bc1\u540e\uff0c\u5c06\u8f6c\u4e3a\u751f\u4ea78\u82f1\u5bf8\u6676\u5706\uff0c\u5de5\u5382\u6ee1\u8f7d\u65f6\uff0c\u53ef\u751f\u4ea7\u8d85\u8fc7100\u4e07\u72478\u82f1\u5bf8SiC\u6676\u5706\/\u5e74\u3002\u8be5\u516c\u53f8\u8fd1\u65e5\u900f\u9732\uff0c\u9884\u8ba12024\u5e74\u4ea7\u80fd\u4e3a2023\u5e74\u76841.7\u500d\uff1b2026\u5e74\u4ea7\u80fd\u89c4\u5212\u7ea6\u4e3a80\u4e07\u7247\u3002<\/p>\n

\u610f\u5927\u5229\u677f\u5757\uff0c\u5b89\u68ee\u7f8e\u4e8e\u4eca\u5e745\u6708\u5ba3\u5e03\u6295\u8d4450\u4ebf\u6b27\u5143\u5728\u610f\u5927\u5229\u5361\u5854\u5c3c\u4e9a\u5efa\u8bbe\u4e16\u754c\u9996\u4e2a\u5168\u6d41\u7a0b\u5782\u76f4\u96c6\u6210\u7684SiC\u5de5\u5382\u3002\u8be5\u5de5\u5382\u5c06\u4e8e2026\u5e74\u5f00\u59cb\u751f\u4ea7\uff0c\u5e76\u5b9e\u73b0\u9996\u521b\u76848\u82f1\u5bf8SiC\u6676\u5706\u7684\u91cf\u4ea7\uff0c\u76ee\u6807\u662f\u52302033\u5e74\u8fbe\u5230\u6ee1\u8d1f\u8377\u751f\u4ea7\uff0c\u6ee1\u8d1f\u8377\u751f\u4ea7\u65f6\u6bcf\u5468\u53ef\u751f\u4ea7\u591a\u8fbe15000\u7247\u6676\u5706\uff0c\u5e74\u4ea7\u80fd48\u4e07\u7247\u3002<\/p>\n

\u8fd1\u5e74\u6765\uff0c\u5b89\u68ee\u7f8eSiC\u4e1a\u52a1\u8fdb\u5c55\u8fc5\u901f\uff0c\u636eTrendForce\u96c6\u90a6\u54a8\u8be2\u6307\u51fa\uff0c\u8fd9\u4e3b\u8981\u5f52\u529f\u4e8e\u5176\u8f66\u7528EliteSiC\u7cfb\u5217\u4ea7\u54c1\u3002\u81ea\u5b8c\u6210\u5bf9GTAT\u6536\u8d2d\u540e\uff0c\u76ee\u524donsemi\u7684SiC\u886c\u5e95\u6750\u6599\u81ea\u7ed9\u7387\u5df2\u8d85\u8fc750%\uff0c\u968f\u7740\u5185\u90e8\u6750\u6599\u4ea7\u80fd\u7684\u63d0\u5347\uff0c\u516c\u53f8\u6b63\u5728\u671d\u7740\u6bdb\u5229\u7387\u8fbe\u523050%\u7684\u76ee\u6807\u524d\u8fdb\u3002<\/p>\n

\"\"
<\/figcaption><\/figure>\n

\u56fe\u7247\u6765\u6e90\uff1a\u5b89\u68ee\u7f8e<\/p>\n

\u636e\u5916\u5a92\u62a5\u9053\uff0c\u5b89\u68ee\u7f8e\u8ba1\u5212\u4e8e\u4eca\u5e74\u665a\u4e9b\u65f6\u5019\u63a8\u51fa8\u82f1\u5bf8SiC\u6676\u5706\uff0c\u5e76\u4e8e2025\u5e74\u6295\u4ea7\u3002\u5b89\u68ee\u7f8e\u603b\u88c1\u517c\u9996\u5e2d\u6267\u884c\u5b98Hassane El-Khoury\u672c\u6708\u521d\u8868\u793a\uff0c\u516c\u53f8\u4ecd\u7136\u6309\u8ba1\u5212\u63a8\u8fdb\uff0c\u4eca\u5e74\u5c06\u5b8c\u62108\u82f1\u5bf8\u6676\u5706\u7684\u8ba4\u8bc1\uff0c\u8fd9\u5305\u62ec\u4ece\u886c\u5e95\u5230\u6676\u5706\u5382\u7684\u6574\u4e2a\u6d41\u7a0b\u3002\u4ed6\u5f3a\u8c03\uff0c\u516c\u53f8\u7ee7\u7eed\u52a0\u5f3a\u5176\u5728\u6c7d\u8f66\u9886\u57df\u7684\u78b3\u5316\u7845\u5730\u4f4d\uff0c\u540c\u65f6\u4e0e\u6b27\u6d32\u3001\u5317\u7f8e\u548c\u4e2d\u56fd\u7684\u9886\u5148\u5168\u7403\u539f\u59cb\u8bbe\u5907\u5236\u9020\u5546\uff08OEM\uff09\u4e00\u8d77\u6269\u5927\u751f\u4ea7\u3002<\/p>\n

\u6b64\u5916\uff0c\u5de5\u4e1a\u6750\u6599\u4f9b\u5e94\u5546Entegris\u8fd1\u65e5\u5ba3\u5e03\uff0c\u5df2\u4e0e\u82af\u7247\u5236\u9020\u5546\u5b89\u68ee\u7f8e\u534a\u5bfc\u4f53\u8fbe\u6210\u957f\u671f\u4f9b\u5e94\u534f\u8bae\uff0c\u63d0\u4f9b\u5236\u9020\u78b3\u5316\u7845\uff08SiC\uff09\u534a\u5bfc\u4f53\u7684\u6280\u672f\u89e3\u51b3\u65b9\u6848\u3002Entegris\u7684\u4ea7\u54c1\u4e4b\u4e00\u5316\u5b66\u673a\u68b0\u5e73\u5766\u5316(CMP)\uff0c\u6b63\u662f\u82af\u7247\u5236\u9020\u8fc7\u7a0b\u4e2d\u7528\u4e8e\u53bb\u9664\u7845\u6676\u7247\u8868\u9762\u4e0d\u89c4\u5219\u6027\u7684\u5173\u952e\u5de5\u827a\u3002<\/p>\n

<\/figcaption><\/figure>\n

05\u3001\u7f57\u59c6\uff1a\u65e5\u672c<\/strong><\/p>\n

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\"\"
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\"\"
<\/figcaption><\/figure>\n

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\"\"
<\/figcaption><\/figure>\n

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\u6b64\u5916\uff0c\u653e\u773c\u5168\u7403\u683c\u5c40\uff0c\u78b3\u5316\u7845\u5e02\u573a\u4ecd\u7531\u610f\u6cd5\u534a\u5bfc\u4f53\uff08ST\uff09\u3001Wolfspeed\u3001\u82f1\u98de\u51cc\uff08Infineon\uff09\u3001\u5b89\u68ee\u7f8e(onsemi)\u3001\u7f57\u59c6\uff08ROHM\uff09\u4e94\u5927\u5382\u5360\u636e\u4e3b\u5bfc\u5730\u4f4d\u3002\u636eTrendForce\u96c6\u90a6\u54a8\u8be2\u7814\u7a76\u663e\u793a\uff0c2023\u5e74\u5168\u7403SiC\u529f\u7387\u5143\u4ef6\u4ea7\u4e1a\u5728\u7eaf\u7535\u52a8\u6c7d\u8f66\u5e94\u7528\u7684\u9a71\u52a8\u4e0b\u4fdd\u6301\u5f3a\u52b2\u6210\u957f\uff0c\u524d\u4e94\u5927SiC\u529f\u7387\u5143\u4ef6\u4f9b\u5e94\u5546\u7ea6\u5360\u6574\u4f53\u8425\u653691.9%\uff0c\u5176\u4e2d\u610f\u6cd5\u534a\u5bfc\u4f53\u4ee532.6%\u5e02\u5360\u7387\u6301\u7eed\u9886\u5148\uff0consemi\u5219\u662f\u75312022\u5e74\u7684\u7b2c\u56db\u540d\u4e0a\u5347\u81f3\u7b2c\u4e8c\u540d\u3002<\/p>\n

\"\"
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