The current semiconductor cycle is on the downside, and many segments of the semiconductor industry chain are clearly entering into the inventory adjustment cycle. However, boosted by the two mainstream applications of electric vehicles and solar photovoltaics, IGBTs (insulated gate bipolar transistors) have recently experienced a large degree of shortage, with prices rising and the industry describing the shortage situation as "not a matter of high prices, but simply unavailable".
IGBT Supply Exceeds Demand and Foundry Prices are Rising
Since the lack of cores for automobiles in 2020, the structural lack of cores for automotive chips has become more and more obvious, and IGBTs have been in short supply. In the second half of 2022, it even surpassed the automotive MCU and became the biggest constraint affecting the expansion of automotive production.
Read more: IGBT Latest Development Trend 2023
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