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<br /> ISSN 1752-2935 (online)<br /> semiconductorTODAY<br /> COMPOUNDS & ADVANCED SILICON<br /> Vol.18 · Issue 5 · June/July 2023 www.semiconductor-today.com<br /> Billions invested in<br /> silicon carbide<br /> wafer and device<br /> supply for EVs<br /> Wolfspeed raises $1.25bn · ROHM buying Solar Frontier plant<br /> ST/Sanan SiC fab JV for China · China Ga & Ge export controls<br /> <br /> THE GLOBAL<br /> LEADER IN<br /> EPIWAFER<br /> SUPPLY<br /> Enabling the Best RF, Photonics<br /> & Power Semiconductors<br /> ‘One-stop-shop’ for III-V & Silicon epiwafer products<br /> 2” to 6” epitaxy ready substrates & polycrystalline materials<br /> Multiple manufacturing sites; Europe, Asia & America<br /> Leveraging 30+ years of compound semiconductor IP<br /> Custom engineered structures; R&D to production volumes<br /> EUROPE: +44 2920 839 400<br /> AMERICAS: +1 508 824 6696<br /> APAC: +886 3 5<a title="SemiconductorToday2023(05)JuneJuly page 1" href="https://secure.viewer.zmags.com/publication/b54bb338?page=1"> ISSN 1752-2935 (online) semiconductorTODAY COMPOU</a> <a title="SemiconductorToday2023(05)JuneJuly page 2" href="https://secure.viewer.zmags.com/publication/b54bb338?page=2"> THE GLOBAL LEADER IN EPIWAFER SUPPLY Enabling the</a> <a title="SemiconductorToday2023(05)JuneJuly page 3" href="https://secure.viewer.zmags.com/publication/b54bb338?page=3"> 3 contents Editorial </a> <a title="SemiconductorToday2023(05)JuneJuly page 4" href="https://secure.viewer.zmags.com/publication/b54bb338?page=4"> 4 editorial China Ga and Ge export controls loom</a> <a title="SemiconductorToday2023(05)JuneJuly page 5" href="https://secure.viewer.zmags.com/publication/b54bb338?page=5"> 100 95 75 25 5 0 SemiTo</a> <a title="SemiconductorToday2023(05)JuneJuly page 6" href="https://secure.viewer.zmags.com/publication/b54bb338?page=6"> 6 news After 23% drop in 2022, LED chip market t</a> <a title="SemiconductorToday2023(05)JuneJuly page 7" href="https://secure.viewer.zmags.com/publication/b54bb338?page=7"> News: Markets 7 Smartphone production falls by re</a> <a title="SemiconductorToday2023(05)JuneJuly page 8" href="https://secure.viewer.zmags.com/publication/b54bb338?page=8"> 8 News: Trade North American device makers confir</a> <a title="SemiconductorToday2023(05)JuneJuly page 9" href="https://secure.viewer.zmags.com/publication/b54bb338?page=9"> News: Trade 9 AXT to seek permits from China to e</a> <a title="SemiconductorToday2023(05)JuneJuly page 10" href="https://secure.viewer.zmags.com/publication/b54bb338?page=10"> 10 News: Microelectronics CSA Catapult expands ac</a> <a title="SemiconductorToday2023(05)JuneJuly page 11" href="https://secure.viewer.zmags.com/publication/b54bb338?page=11"> News: Microelectronics 11 ITRI to strengthen Taiw</a> <a title="SemiconductorToday2023(05)JuneJuly page 12" href="https://secure.viewer.zmags.com/publication/b54bb338?page=12"> 12 News: Microelectronics WIN releases next-gen m</a> <a title="SemiconductorToday2023(05)JuneJuly page 13" href="https://secure.viewer.zmags.com/publication/b54bb338?page=13"> News: Microelectronics 13 Qorvo releases new circ</a> <a title="SemiconductorToday2023(05)JuneJuly page 14" href="https://secure.viewer.zmags.com/publication/b54bb338?page=14"> 14 News: Microelectronics CEA-Leti and Intel to c</a> <a title="SemiconductorToday2023(05)JuneJuly page 15" href="https://secure.viewer.zmags.com/publication/b54bb338?page=15"> Fuji Electric G-Twin UL Plug-In Series </a> <a title="SemiconductorToday2023(05)JuneJuly page 16" href="https://secure.viewer.zmags.com/publication/b54bb338?page=16"> 16 News: Wide-bandgap electronics ROHM and Vitesc</a> <a title="SemiconductorToday2023(05)JuneJuly page 17" href="https://secure.viewer.zmags.com/publication/b54bb338?page=17"> News: Wide-bandgap electronics 17 ROHM acquiring </a> <a title="SemiconductorToday2023(05)JuneJuly page 18" href="https://secure.viewer.zmags.com/publication/b54bb338?page=18"> 18 News: Wide-bandgap electronics onsemi to suppl</a> <a title="SemiconductorToday2023(05)JuneJuly page 19" href="https://secure.viewer.zmags.com/publication/b54bb338?page=19"> News: Wide-bandgap electronics 19 NoMIS Power gai</a> <a title="SemiconductorToday2023(05)JuneJuly page 20" href="https://secure.viewer.zmags.com/publication/b54bb338?page=20"> 20 News: Wide-bandgap electronics Infineon makes </a> <a title="SemiconductorToday2023(05)JuneJuly page 21" href="https://secure.viewer.zmags.com/publication/b54bb338?page=21"> News: Wide-bandgap electronics 21 Diodes Inc laun</a> <a title="SemiconductorToday2023(05)JuneJuly page 22" href="https://secure.viewer.zmags.com/publication/b54bb338?page=22"> 22 News: Wide-bandgap electronics ST and Sanan cr</a> <a title="SemiconductorToday2023(05)JuneJuly page 23" href="https://secure.viewer.zmags.com/publication/b54bb338?page=23"> News: Wide-bandgap electronics 23 Airbus and ST c</a> <a title="SemiconductorToday2023(05)JuneJuly page 24" href="https://secure.viewer.zmags.com/publication/b54bb338?page=24"> 24 News: Wide-bandgap electronics Wolfspeed raise</a> <a title="SemiconductorToday2023(05)JuneJuly page 25" href="https://secure.viewer.zmags.com/publication/b54bb338?page=25"> News: Wide-bandgap electronics 25 Renesas and Wol</a> <a title="SemiconductorToday2023(05)JuneJuly page 26" href="https://secure.viewer.zmags.com/publication/b54bb338?page=26"> 26 News: Wide-bandgap electronics UK Space Agency</a> <a title="SemiconductorToday2023(05)JuneJuly page 27" href="https://secure.viewer.zmags.com/publication/b54bb338?page=27"> News: Wide-bandgap electronics 27 Nidec and Renes</a> <a title="SemiconductorToday2023(05)JuneJuly page 28" href="https://secure.viewer.zmags.com/publication/b54bb338?page=28"> 28 News: Wide-bandgap electronics WIN releases 50</a> <a title="SemiconductorToday2023(05)JuneJuly page 29" href="https://secure.viewer.zmags.com/publication/b54bb338?page=29"> News: Wide-bandgap electronics 29 Navitas and Ple</a> <a title="SemiconductorToday2023(05)JuneJuly page 30" href="https://secure.viewer.zmags.com/publication/b54bb338?page=30"> 30 News: Wide-bandgap electronics QPT and GaN Sys</a> <a title="SemiconductorToday2023(05)JuneJuly page 31" href="https://secure.viewer.zmags.com/publication/b54bb338?page=31"> News: Wide-bandgap electronics 31 Wise-integratio</a> <a title="SemiconductorToday2023(05)JuneJuly page 32" href="https://secure.viewer.zmags.com/publication/b54bb338?page=32"> 32 News: Wide-bandgap electronics Toyoda Gosei de</a> <a title="SemiconductorToday2023(05)JuneJuly page 33" href="https://secure.viewer.zmags.com/publication/b54bb338?page=33"> News: Wide-bandgap electronics 33 ST begins volum</a> <a title="SemiconductorToday2023(05)JuneJuly page 34" href="https://secure.viewer.zmags.com/publication/b54bb338?page=34"> 34 News: Wide-bandgap electronics Transphorm's fu</a> <a title="SemiconductorToday2023(05)JuneJuly page 35" href="https://secure.viewer.zmags.com/publication/b54bb338?page=35"> News: Wide-bandgap electronics 35 resuming seque</a> <a title="SemiconductorToday2023(05)JuneJuly page 36" href="https://secure.viewer.zmags.com/publication/b54bb338?page=36"> 36 News: Wide-bandgap electronics Finwave appoint</a> <a title="SemiconductorToday2023(05)JuneJuly page 37" href="https://secure.viewer.zmags.com/publication/b54bb338?page=37"> News: Wide-bandgap electronics 37 CGD's CTO Udrea</a> <a title="SemiconductorToday2023(05)JuneJuly page 38" href="https://secure.viewer.zmags.com/publication/b54bb338?page=38"> 38 News: Materials and processing equipment Aehr </a> <a title="SemiconductorToday2023(05)JuneJuly page 39" href="https://secure.viewer.zmags.com/publication/b54bb338?page=39"> News: Materials and processing equipment 39 New s</a> <a title="SemiconductorToday2023(05)JuneJuly page 40" href="https://secure.viewer.zmags.com/publication/b54bb338?page=40"> 40 News: Materials and processing equipment Tektr</a> <a title="SemiconductorToday2023(05)JuneJuly page 41" href="https://secure.viewer.zmags.com/publication/b54bb338?page=41"> News: Materials and processing equipment 41 Keysi</a> <a title="SemiconductorToday2023(05)JuneJuly page 42" href="https://secure.viewer.zmags.com/publication/b54bb338?page=42"> 42 News: Materials and processing equipment Axcel</a> <a title="SemiconductorToday2023(05)JuneJuly page 43" href="https://secure.viewer.zmags.com/publication/b54bb338?page=43"> Enhance Your Innovation Proven Purifier Solutions </a> <a title="SemiconductorToday2023(05)JuneJuly page 44" href="https://secure.viewer.zmags.com/publication/b54bb338?page=44"> 44 News: Materials and processing equipment Kulic</a> <a title="SemiconductorToday2023(05)JuneJuly page 45" href="https://secure.viewer.zmags.com/publication/b54bb338?page=45"> News: Materials and processing equipment 45 IQE a</a> <a title="SemiconductorToday2023(05)JuneJuly page 46" href="https://secure.viewer.zmags.com/publication/b54bb338?page=46"> 46 News: Materials and processing equipment DISCO</a> <a title="SemiconductorToday2023(05)JuneJuly page 47" href="https://secure.viewer.zmags.com/publication/b54bb338?page=47"> News: Materials and processing equipment 47 Inset</a> <a title="SemiconductorToday2023(05)JuneJuly page 48" href="https://secure.viewer.zmags.com/publication/b54bb338?page=48"> 48 News: Materials and processing equipment Taiyo</a> <a title="SemiconductorToday2023(05)JuneJuly page 49" href="https://secure.viewer.zmags.com/publication/b54bb338?page=49"> </a> <a title="SemiconductorToday2023(05)JuneJuly page 50" href="https://secure.viewer.zmags.com/publication/b54bb338?page=50"> 50 News: Materials and processing equipment Intel</a> <a title="SemiconductorToday2023(05)JuneJuly page 51" href="https://secure.viewer.zmags.com/publication/b54bb338?page=51"> News: Materials and processing equipment 51 Oxfor</a> <a title="SemiconductorToday2023(05)JuneJuly page 52" href="https://secure.viewer.zmags.com/publication/b54bb338?page=52"> 52 News: Materials and processing equipment Appli</a> <a title="SemiconductorToday2023(05)JuneJuly page 53" href="https://secure.viewer.zmags.com/publication/b54bb338?page=53"> </a> <a title="SemiconductorToday2023(05)JuneJuly page 54" href="https://secure.viewer.zmags.com/publication/b54bb338?page=54"> 54 News: LEDs Cree LED moves into new HQ in Resea</a> <a title="SemiconductorToday2023(05)JuneJuly page 55" href="https://secure.viewer.zmags.com/publication/b54bb338?page=55"> When Accurate Real-Time Measurement Ma�ers </a> <a title="SemiconductorToday2023(05)JuneJuly page 56" href="https://secure.viewer.zmags.com/publication/b54bb338?page=56"> 56 News: LEDs Mojo powers highest-density red mic</a> <a title="SemiconductorToday2023(05)JuneJuly page 57" href="https://secure.viewer.zmags.com/publication/b54bb338?page=57"> News: LEDs 57 SemiLEDs revenue rebounds from last</a> <a title="SemiconductorToday2023(05)JuneJuly page 58" href="https://secure.viewer.zmags.com/publication/b54bb338?page=58"> 58 News: LEDs ams OSRAM launches third generation</a> <a title="SemiconductorToday2023(05)JuneJuly page 59" href="https://secure.viewer.zmags.com/publication/b54bb338?page=59"> News: LEDs 59 ams OSRAM adds 640nm Red to OSLON O</a> <a title="SemiconductorToday2023(05)JuneJuly page 60" href="https://secure.viewer.zmags.com/publication/b54bb338?page=60"> 60 News: Optoelectronics — LASER World of Photoni</a> <a title="SemiconductorToday2023(05)JuneJuly page 61" href="https://secure.viewer.zmags.com/publication/b54bb338?page=61"> News: Optoelectronics — LASER World of Photonics </a> <a title="SemiconductorToday2023(05)JuneJuly page 62" href="https://secure.viewer.zmags.com/publication/b54bb338?page=62"> 62 News: Optoelectronics — LASER World of Photoni</a> <a title="SemiconductorToday2023(05)JuneJuly page 63" href="https://secure.viewer.zmags.com/publication/b54bb338?page=63"> News: Optoelectronics — LASER World of Photonics </a> <a title="SemiconductorToday2023(05)JuneJuly page 64" href="https://secure.viewer.zmags.com/publication/b54bb338?page=64"> 64 News: Optoelectronics NUBURU's latest private </a> <a title="SemiconductorToday2023(05)JuneJuly page 65" href="https://secure.viewer.zmags.com/publication/b54bb338?page=65"> News: Optoelectronics 65 Sivers Photonics receive</a> <a title="SemiconductorToday2023(05)JuneJuly page 66" href="https://secure.viewer.zmags.com/publication/b54bb338?page=66"> 66 News: Optoelectronics X-FAB leads EU-funded ph</a> <a title="SemiconductorToday2023(05)JuneJuly page 67" href="https://secure.viewer.zmags.com/publication/b54bb338?page=67"> News: Optoelectronics 67 SMART Photonics secures </a> <a title="SemiconductorToday2023(05)JuneJuly page 68" href="https://secure.viewer.zmags.com/publication/b54bb338?page=68"> 68 News: Optical communications POET announces al</a> <a title="SemiconductorToday2023(05)JuneJuly page 69" href="https://secure.viewer.zmags.com/publication/b54bb338?page=69"> News: Optical communications 69 Lumentum upsizes </a> <a title="SemiconductorToday2023(05)JuneJuly page 70" href="https://secure.viewer.zmags.com/publication/b54bb338?page=70"> 70 News: Photovoltaics NREL awards $2m in contrac</a> <a title="SemiconductorToday2023(05)JuneJuly page 71" href="https://secure.viewer.zmags.com/publication/b54bb338?page=71"> News: Photovoltaics 71 the role of microstructur</a> <a title="SemiconductorToday2023(05)JuneJuly page 72" href="https://secure.viewer.zmags.com/publication/b54bb338?page=72"> 72 News: Photovoltaics First Solar to invest $1.1</a> <a title="SemiconductorToday2023(05)JuneJuly page 73" href="https://secure.viewer.zmags.com/publication/b54bb338?page=73"> www.semiconductor-today.com </a> <a title="SemiconductorToday2023(05)JuneJuly page 74" href="https://secure.viewer.zmags.com/publication/b54bb338?page=74"> 74 News: Photovoltaics First Solar announces limi</a> <a title="SemiconductorToday2023(05)JuneJuly page 75" href="https://secure.viewer.zmags.com/publication/b54bb338?page=75"> News: Photovoltaics 75 Capital Power orders 1GW o</a> <a title="SemiconductorToday2023(05)JuneJuly page 76" href="https://secure.viewer.zmags.com/publication/b54bb338?page=76"> 76 Technology focus: Lasers All-MOCVD 980nm lase</a> <a title="SemiconductorToday2023(05)JuneJuly page 77" href="https://secure.viewer.zmags.com/publication/b54bb338?page=77"> Technology focus: Lasers 77 </a> <a title="SemiconductorToday2023(05)JuneJuly page 78" href="https://secure.viewer.zmags.com/publication/b54bb338?page=78"> 78 Technology focus: Lasers InAs quantum dot las</a> <a title="SemiconductorToday2023(05)JuneJuly page 79" href="https://secure.viewer.zmags.com/publication/b54bb338?page=79"> Technology focus: Lasers 79 Figure 2. Schematic o</a> <a title="SemiconductorToday2023(05)JuneJuly page 80" href="https://secure.viewer.zmags.com/publication/b54bb338?page=80"> 80 Technology focus: Lasers </a> <a title="SemiconductorToday2023(05)JuneJuly page 81" href="https://secure.viewer.zmags.com/publication/b54bb338?page=81"> Technology focus: Lasers 81 InAs quantum dot las</a> <a title="SemiconductorToday2023(05)JuneJuly page 82" href="https://secure.viewer.zmags.com/publication/b54bb338?page=82"> 82 Technology focus: Lasers </a> <a title="SemiconductorToday2023(05)JuneJuly page 83" href="https://secure.viewer.zmags.com/publication/b54bb338?page=83"> Technology focus: Lasers 83 the lasing mode disa</a> <a title="SemiconductorToday2023(05)JuneJuly page 84" href="https://secure.viewer.zmags.com/publication/b54bb338?page=84"> 84 Technology focus: LEDs Record sub-micron LED </a> <a title="SemiconductorToday2023(05)JuneJuly page 85" href="https://secure.viewer.zmags.com/publication/b54bb338?page=85"> Technology focus: LEDs 85 atomic layer depositio</a> <a title="SemiconductorToday2023(05)JuneJuly page 86" href="https://secure.viewer.zmags.com/publication/b54bb338?page=86"> 86 Technology focus: LEDs </a> <a title="SemiconductorToday2023(05)JuneJuly page 87" href="https://secure.viewer.zmags.com/publication/b54bb338?page=87"> www.semiconductor-today.com </a> <a title="SemiconductorToday2023(05)JuneJuly page 88" href="https://secure.viewer.zmags.com/publication/b54bb338?page=88"> 88 Market focus: Substrates Emerging substrates </a> <a title="SemiconductorToday2023(05)JuneJuly page 89" href="https://secure.viewer.zmags.com/publication/b54bb338?page=89"> Market focus: Substrates 89 </a> <a title="SemiconductorToday2023(05)JuneJuly page 90" href="https://secure.viewer.zmags.com/publication/b54bb338?page=90"> 90 Technology focus: Power electronics Mitsubish</a> <a title="SemiconductorToday2023(05)JuneJuly page 91" href="https://secure.viewer.zmags.com/publication/b54bb338?page=91"> Technology focus: Power electronics 91 trate onl</a> <a title="SemiconductorToday2023(05)JuneJuly page 92" href="https://secure.viewer.zmags.com/publication/b54bb338?page=92"> 92 Technology focus: Power electronics </a> <a title="SemiconductorToday2023(05)JuneJuly page 93" href="https://secure.viewer.zmags.com/publication/b54bb338?page=93"> www.semiconductor-today.com </a> <a title="SemiconductorToday2023(05)JuneJuly page 94" href="https://secure.viewer.zmags.com/publication/b54bb338?page=94"> 94 Technology focus: Group-IV transistors CEA-Le</a> <a title="SemiconductorToday2023(05)JuneJuly page 95" href="https://secure.viewer.zmags.com/publication/b54bb338?page=95"> Technology focus: Group-IV transistors 95 tronic</a> <a title="SemiconductorToday2023(05)JuneJuly page 96" href="https://secure.viewer.zmags.com/publication/b54bb338?page=96"> 96 suppliers' directory Index 1 Bulk crystal so</a> <a title="SemiconductorToday2023(05)JuneJuly page 97" href="https://secure.viewer.zmags.com/publication/b54bb338?page=97"> Suppliers' Directory 97 Kyma Technologies Inc 882</a> <a title="SemiconductorToday2023(05)JuneJuly page 98" href="https://secure.viewer.zmags.com/publication/b54bb338?page=98"> 98 Suppliers' Directory www.vitaltfm.com Vital M</a> <a title="SemiconductorToday2023(05)JuneJuly page 99" href="https://secure.viewer.zmags.com/publication/b54bb338?page=99"> Suppliers' Directory 99 SAMCO International Inc 5</a> <a title="SemiconductorToday2023(05)JuneJuly page 100" href="https://secure.viewer.zmags.com/publication/b54bb338?page=100"> 100 Suppliers' Directory Vacuum Barrier Corporati</a> <a title="SemiconductorToday2023(05)JuneJuly page 101" href="https://secure.viewer.zmags.com/publication/b54bb338?page=101"> Suppliers' Directory101 United Monolithic Semicon</a> <a title="SemiconductorToday2023(05)JuneJuly page 102" href="https://secure.viewer.zmags.com/publication/b54bb338?page=102"> 102 event calendar If you would like your event l</a> <a title="SemiconductorToday2023(05)JuneJuly page 103" href="https://secure.viewer.zmags.com/publication/b54bb338?page=103"> Event Calendar103 14–16 October 2023 SPIE/COS Ph</a> <a title="SemiconductorToday2023(05)JuneJuly page 104" href="https://secure.viewer.zmags.com/publication/b54bb338?page=104"> www.semiconductor-today.com </a>