Conversion · China
SICC
688234 CHSICCY US Work there, own it, buy from it ↓
Convert — holds How this is computedCount of bottlenecks on which this organisation is recorded as a producer, a holder of the capacity, or a supplier of a critical part.Method →Code → of the How this is computedCount of rows in the bottleneck corpus: every material plus every non-material chokepoint.Method →Code → bottlenecks tracked here.
Role cited from sicc.cc ↗. Report an error
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01Chokepoints it holds
- Silicon carbide substrate, 200 mm semi-insulatingEstimate by Substrata, 2026-09-15: concentration 2 + substitution 2 + lead time 2 + inelasticity 2 = 8 of 12. Capacity was overbuilt for automotive; a US wafer line is being liquidated. Not binding; watch for the datacentre power story to reverse it.Estimate, not a measurementconcentration 2 + substitution 2 + lead time 2 + inelasticity 2 = 8 of 12. Capacity was overbuilt for automotive; a US wafer line is being liquidated. Not binding; watch for the datacentre power story to reverse it.By Substrata · 2026-09-15Supporting source →/122+2+2+2
Convert · Beyond two years
Other makers: Wolfspeed US, Coherent US, SK Siltron CSS KR US, Resonac JP, TankeBlue CN
Score = concentration + substitution + lead time + inelasticity, each 0–3, an analyst judgement dated 2026-09-15; open a score for its rationale and assessment. Makers are those the corpus records, not the whole market. No market-share figure is sourced, so none is shown.
02What has happened
About what it holds, not naming SICC
SK Siltron is liquidating SK Siltron CSS, its US silicon carbide wafer subsidiary, by year end. thelec.net ↗
Coherent adds 300 mm capability to its silicon carbide platform, citing AI and datacentre power demand. coherent.com ↗
Wolfspeed tops out its $5bn silicon carbide materials plant in Siler City, built for 200 mm wafers. wolfspeed.com ↗
03Unread leads
Wolfspeed Expands 200 mm Silicon Carbide Portfolio with New Premium Power Substrates wolfspeed.com ↗
Wolfspeed Expands 150mm Silicon Carbide Wafer Supply Agreement with a Leading Global Semiconductor Company wolfspeed.com ↗
Wolfspeed Tops Out World’s Largest, Most Advanced Silicon Carbide Facility Alongside Senator Thom Tillis, Key Officials wolfspeed.com ↗
Pages the sweep found on these chokepoints. Nobody here has read them yet; they are not events and not evidence.
04What could loosen its grip
- 200 mm silicon carbide wafersreadiness
Making silicon carbide crystals in bigger discs, so each one yields far more usable chips.
Science · for Silicon carbide substrate, 200 mm semi-insulating
Estimate by Substrata, 2026-09-15: Qualified and entering production. In production at several makers and expanding; the market is currently oversupplied rather than short.Estimate, not a measurementQualified and entering production. In production at several makers and expanding; the market is currently oversupplied rather than short.By Substrata · 2026-09-15Supporting source →/9
Readiness is the 1–9 technology-readiness scale, a dated judgement; open a figure for the reasoning and its source.
05Others at the same step of the chain
- Shin-Etsu Handotai300 mm prime silicon wafersChokepoint
- SUMCO300 mm prime silicon wafersChokepoint
- GlobalWafersSilicon wafersConcentrated
- SiltronicSilicon wafersConcentrated
- SK SiltronSilicon and SiC wafersConcentrated
- Momentive TechnologiesFused quartz cruciblesChokepoint
- Shin-Etsu QuartzFused quartz componentsChokepoint
- FerrotecQuartz and fab consumablesConcentrated
- Element SixCVD synthetic diamondConcentrated
- CoherentSiC substrates, diamond, photonicsConcentrated
- WolfspeedSilicon carbide substratesConcentrated
- ResonacSiC epitaxy and fab materialsConcentrated
- FujikuraREBCO superconducting tapeConcentrated
- Faraday Factory JapanREBCO superconducting tapeConcentrated
- Neo Performance MaterialsRare-earth magnets and materialsConcentrated
- Less Common MetalsRare-earth alloys and stripChokepoint
- Nippon SteelGrain-oriented electrical steelConcentrated
- POSCOGrain-oriented electrical steelConcentrated
- Indium CorporationHigh-purity metals and soldersConcentrated
06Ways to take part
Not investment advice. This says how the public can reach a company — a job, its shares, its products — not whether anyone should. It takes no account of anyone’s circumstances, and a company holding a chokepoint is not a reason to own it. What this is not
- Work there
- It publishes its roles on its own careers page.Official careers page ↗
- Own part of it
- Its shares trade publicly as 688234 CH and SICCY US, bought and sold through a broker that reaches that exchange.688234 CH listing record ↗SICCY US listing record ↗
- Buy from it
- At this depth of the chain most sales are to other businesses, under contract. No page of its own is recorded here yet.
07Hiring
Its roles are published on its own site, which Substrata links rather than reads. Official careers page ↗
08What this holds up
- Materials qualificationone turn: Years
makes Silicon carbide substrate, 200 mm semi-insulating, which gates it.
Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is sourced
- Circuit boardsone turn: One to two weeks
makes Silicon carbide substrate, 200 mm semi-insulating, which gates it.
Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is sourced
A loop is one design, build and measure turn. Severity is a dated judgement on a 0–12 scale, not a measurement, and the judgements are not added together — the figure shown is the worst single one.
09Sources
- sicc.cc ↗ — Silicon carbide substrate, 200 mm semi-insulating: convert
Discussion
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