Six-inch SiC substrate price rebounds as supply tightens

The rebound in 6-inch SiC substrate pricing reflects a structural mismatch between lagging capacity ramp and surging demand. Technically, substrate shortages will constrain SiC MOSFET yields and delay adoption of 800V architectures in EVs and solar inverters. Regulatory risks are mounting as the U.S. and EU push domestic SiC supply chains through subsidies and export controls, raising capex and equipment access barriers for Chinese firms. Strategically, Wolfspeed and ROHM may lock in long-term deals, while suppliers in Taiwan, China and mainland China face a critical 12-month window to transition to 8-inch wafers—or risk exclusion from premium markets. Over the next 18 months, this price surge will trigger lasting effects: resurgence of IDM models, growth in the used equipment market, and defect density control emerging as the new competitive frontier.