February 20, 2025 /SemiMedia/ — GlobalWafers Chairman Doris Hsu recently stated that prices for 6-inch silicon carbide (SiC) wafers have stabilized. However, she cautioned that a market rebound remains uncertain. In 2024, an oversupply led to a sharp decline in global SiC industry prices, dropping over 50% below production costs, significantly disrupting supply chains worldwide.

Although prices for 6-inch SiC wafers have now steadied, signs of a short-term recovery are not yet apparent. Taiwanese manufacturers are currently focusing on the development of 8-inch SiC wafers, with market prospects for 2025 still considered conservative, though expectations are set for a marked improvement by 2026.

Regarding recent developments in the U.S. Chips and Science Act, Hsu noted that GlobalWafers has not received any notifications of changes to subsidy policies. The company remains committed to its globalization strategy, planning to build new facilities in the U.S. to locally supply silicon wafers for advanced processes, silicon photonics, and robotics applications. This plan, initiated in 2022, remains unchanged and aligns with the U.S. government's objectives for the semiconductor industry.