Goldman Sachs Research

The Green Technology Cycle: SiC

19 JUL 2022
TOPICS: Clean Tech and Renewables | Sustainability | Technology Driving Innovation

The outlook for increased Silicon Carbide (SiC) uptake as a more efficient alternative to silicon that can save costs and improve performance, especially in automotive applications, has accelerated over the past half year. Goldman Sachs Research analysts now expect an inflection point for rapid market growth potentially two years sooner than projected due to upgrades to production capacity via large-scale investment, acceleration of tech investment by semi makers and clarification of roadmaps, and construction/upgrading of supply chains. Adding further impetus is “green inflation” as evidenced by recent increases in EV battery prices, accelerating the green technology cycle by fueling faster tech innovation in SiC.

Goldman Sachs Research

The Green Technology Cycle: SiC

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