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  • October 8, 2026
  • Last Update July 17, 2026 9:28 pm
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China’s cut-rate SiC substrates and mature process chips upend global market

China’s cut-rate SiC substrates and mature process chips upend global market

Backed by state subsidies and a self-sufficient supply chain, China is ramping up SiC substrate and mature process chip production at an unprecedented pace. The expansion is fueling fears of a global oversupply and intensifying price competition for industry leaders like Rohm Semiconductor and Wolfspeed.

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