Bosch launches third-generation SiC chips to power India’s EV market - BusinessLine

Bosch has launched its third-generation silicon carbide (SiC) semiconductors to advance India's electric vehicle market. These chips control energy flow in vehicle power electronics, particularly the ... Read original →

Bosch’s third-gen SiC chips aren’t just an upgrade—they’re reshaping the power semiconductor stack. Upstream, 8-inch SiC substrate suppliers now face tighter defect and purity specs; downstream, traction inverters gain higher power density and efficiency. With India tightening local content rules, Bosch risks eroding its cost edge unless it builds regional packaging capacity. Competitors like Infineon and STMicro will likely counter with co-development deals or IP licensing to lock in Indian OEMs. Within 18 months, SiC price wars—already heating up across Taiwan, China and mainland China—will spill into South Asia, forcing premature retirement of 6-inch fabs. Bosch’s real play? Validating a ‘high-density, low-cost’ model in India to replicate across emerging EV markets globally.