Bosch introduces third generation SiC chips for EV growth and local ecosystem enablement - Bisinfotech

Bosch's introduction of third-generation SiC chips represents a significant advancement in electric vehicle technology, addressing key performance challenges in EV power management. SiC technology off... Read original →

Bosch’s third-gen SiC chips aren’t just a component upgrade—they’re forcing a systemic reset across the power semiconductor stack. Upstream wafer suppliers must accelerate 8-inch SiC yield ramp, while downstream OBC and inverter makers face thermal architecture redesigns. Bosch’s push for localized ecosystems is a strategic hedge against supply chain fragmentation under U.S. IRA and EU Chips Act subsidies—especially as SiC capacity in Taiwan, China and mainland China remains nascent. Infineon and STMicroelectronics will likely fast-track automotive SiC module certifications or deploy cross-licensing tactics to dilute Bosch’s standard-setting leverage. Within 18 months, economies of scale from IDM players like Bosch will steepen SiC cost curves, driving 800V architectures into sub-$30k EVs and redefining efficiency benchmarks across the industry.