Bosch: why produce SiC in the U.S.?

By Junko Yoshida for OJO & YOSHIDA REPORT, in collaboration with Yole Intelligence, part of Yole Group – Bosch’s move to buy TSI Semiconductors in Calif., that reflects the pivotal changes emerging in legislation affecting both automotive and semiconductor industries.

As a slew of power electronics semiconductor companies pour billions of dollars into silicon carbide (SiC) production, Bosch, the German automotive Tier One, is making clear its intention to crash the SiC party. But why would Bosch want to come to the U.S., rather than building a resilient SiC supply chain in Germany?

Bosch this week announced plans to acquire assets of the U.S. chip manufacturer TSI Semiconductors in Roseville, Calif. The deal would convert TSI facilities currently offering a full range of logic CMOS process technologies into a U.S. manufacturing site. There, the German company would produce SiC chips on 200-millimeter wafers starting in 2026.

As Poshun Chiu, technology and market senior analyst at Yole Intelligence, told the Ojo-Yoshida Report, Bosch’s desire for a US semiconductor company is unusual for a European company. “It has been a while since an EU company planned to acquire a US fab. The last one was Infineon, who tried the Cree deal, but failed, due to the US government ban.”

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Source: https://ojoyoshidareport.com/