While their American competitor threatens to collapse, Infineon and STMicroelectronics stay the course with a diversified product portfolio and their China-for-China strategies.
Wolfspeed, a pioneer in the silicon carbide chip market, threatens to buckle under its debts. The American company has already been under Chapter 11 bankruptcy protection for more than three weeks. If it collapses, the US loses a strategic position in the market for power chips for electric vehicles and energy conversion.
Located on Silicon Drive in Durham, North Carolina, Wolfspeed isn’t well known in Europe. In amplifiers and other silicon carbide-based chips, however, it’s larger than Infineon and STMicroelectronics. SiC is crucial for producing energy-efficient drivetrains for electric vehicles, among other applications.
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