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Semiconductor Manufacturers Face Raw Material Bottlenecks amid Clean Energy Transition

 ·  1 min read

Lead times for specialized silicon carbide and gallium nitride wafers extended to 26 weeks, driven by surging demand across power electronics and renewable energy infrastructure.

Capital Investment and Foundry Capacity Expansion
Foundries are committing $12 billion toward wide-bandgap semiconductor fabrication plants. Analysts predict market equilibrium will not be restored until new facilities come online in late 2026.