The global silicon carbide (SiC) supply chain is facing renewed turbulence, driven by weakening EV demand, aggressive market entry by Chinese suppliers, and mounting concerns over a potential bankruptcy at Wolfspeed, the top US-based SiC manufacturer. Wen-Hao Wu, Director of Taiwan-based ACME Electronics, which produces manganese-zinc and nickel-zinc soft ferrite cores alongside SiC powders, commented that while Wolfspeed is a client, it is not a Tier 1 customer, and any exposure remains limited.
In a development that has sent shockwaves through the global semiconductor industry, US-based silicon carbide (SiC) leader Wolfspeed is reportedly preparing to file for bankruptcy within weeks. While some orders have already begun shifting to alternate suppliers, industry analysts warn that the long-term implications will ripple across the entire supply chain—disrupting the balance of technology leadership, production capacity, and cost structures.
On May 21, Jabil, a global manufacturing solutions provider for the automotive industry, announced that it has signed a memorandum of understanding (MoU) with AVL Software and Functions GmbH, the e-drive and software arm of AVL List GmbH. The agreement marks the beginning of a strategic collaboration aimed at streamlining the development of next-generation vehicle electronics.
Display driver IC design company Ilitek has officially launched the integration of MediaTek's TCON business, a strategic acquisition that is expected to contribute immediately to revenue and gradually transform its product portfolio and market positioning.
It's unclear how many still recall the optimism with which 2025 was once hailed—by automakers across Europe, the US, and even China—as the definitive launch year for Level 3 (L3) autonomous vehicles. Yet, as the calendar pages turn, the odds of L3 systems arriving on time—and making a triumphant debut—now seem slim.
