又一巨头，进军SiC

Core Insights - SK Keyfoundry is accelerating the development of silicon carbide (SiC) based compound power semiconductor technology to strengthen its position in the global power semiconductor market [2][3] - The acquisition of SK Powertech, a key player in the SiC field, is expected to enhance SK Keyfoundry's technological competitiveness and establish a solid foundation for its technology independence in SiC power semiconductors [2][3] Group 1: Company Strategy - SK Keyfoundry aims to provide SiC MOSFET 1200V process technology by the end of 2025 and plans to launch SiC power semiconductor foundry services in the first half of 2026 [3] - The company is focusing on high-voltage, high-efficiency applications such as electric vehicle power systems, industrial power converters, and renewable energy inverters [3] Group 2: Market Trends - The global demand for compound power semiconductors, including SiC, is rapidly increasing, particularly in sectors where energy efficiency is critical, such as electric vehicles, energy storage systems (ESS), 5G infrastructure, and data centers [3] - Market research firm Omdia predicts that the global SiC market will grow at a robust annual growth rate of over 24% from 2025 to 2030 [3] Group 3: Leadership Perspective - The CEO of SK Keyfoundry, Lee Deok-myeong, stated that acquiring SK Powertech is a crucial step in establishing a unique technological advantage in the compound semiconductor field [4] - The integration of core R&D capabilities from both companies aims to launch efficient SiC power semiconductor process technologies and products, positioning SK Keyfoundry for a differentiated technological leadership in the rapidly growing high-voltage, high-efficiency compound semiconductor market [4]