Wafer Works unveils golden triangle expansion to boost AI, optical, and SiC wafer capacity

Wafer Works’ 'Golden Triangle' expansion is a calculated move to capture surging demand in AI interposers, optical substrates, and SiC wafers. By synchronizing ramp-ups across Zhunan (Taiwan, China), Zhengzhou (Mainland China), and Erlin, the firm compresses customer validation cycles but heightens exposure to geopolitical friction—especially if its Zhengzhou fab becomes entangled in U.S.-EU export controls on semiconductor tools. Competitors like GlobalWafers and SUMCO will likely accelerate 300mm SiC roadmaps and offer joint-venture models to retain clients in Taiwan and Mainland China. Over the next 18 months, regional overcapacity looms, yet only players integrating crystal growth, defect control, and co-development with OSATs will sustain margins amid intensifying price pressure.