Silicon Carbide Demand EXPLODES: Orders Hit 130K/Month, But Supply Can't Keep Up

Very Bullish · $688234.SS

What Happened

SICC's monthly orders for silicon carbide wafers have reached 120,000-130,000, exceeding current production capacity of about 100,000 wafers. The company is prioritizing higher-value automotive and AI data center orders over industrial-grade Schottky diodes.

Bottom Line

SICC is experiencing surging demand that outpaces supply, with potential price increases on the horizon, making it a compelling growth story in the silicon carbide space.

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