China’s Third-generation Semiconductor Materials 2020-25 Outlook – 24 August 2020

  • Multi Asset
  • Materials
  • Greater China


Former project manager at TankeBlue Semiconductor Co Ltd


  • Cost dynamics, technological barriers and manufacturing techniques for third-generation semiconductor wafers – silicon and epitaxial
  • Key success factors and core competitive advantages in developing third-generation semiconductor materials
  • Third-generation semiconductor materials demand across market segments in China, plus substitution for second-generation semiconductor materials
  • Materials production line operations, yields, CAPEX trends, production capacity ramp-up time frames and ROI dynamics
  • Strengths and weaknesses of major Chinese third-generation semiconductor companies and potential opportunities


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