Aixtron- und die Banken stufen fröhlich auf kaufen

Unterschiedliche Szenarien betrachtet:
https://www.mckinsey.com/industries/...e-silicon-carbide-wafer-market

Unter dem Strich aber:

The SiC industry is proactively addressing the new demand stemming from growth in EVs, even though uncertainty abounds about how it will evolve. No matter what scenario materializes, demand for SiC wafers will continue to grow and remain robust. Simultaneously, competition will intensify for technology, quality, and price leadership, with wafer suppliers continuing to make massive investments in improvements. Incumbents face competition from emerging companies and will benefit from ensuring that the shift to 200-mm technology delivers the expected cost advantages to maintain their technology leadership. Meanwhile, emerging suppliers must focus on iterative learning to close the technology leadership gap against incumbents. For all industry stakeholders, the next few years will be a challenging but exciting time to capture opportunities.