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Long-term wafer supply continuity reduces production risk and may lower unit costs for Infineon as SiC demand grows; historically, extended supplier arrangements can support valuation through improved visibility into revenue/volume growth.
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Infineon and Wolfspeed expanded their long-term SiC wafer supply agreement, adding 200 mm wafers to the 150 mm lineup and extending a relationship that has lasted over 20 years. The move strengthens Infineon’s production backbone as SiC demand rises in EVs and industrial power electronics, potentially easing capacity constraints and supporting margins over time.
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