US silicon carbide industry faces challenges amid tariff protections and Chinese competition

Silicon carbide (SiC), a critical material for electric vehicle (EV) powertrains, is under strain in the US despite protective trade policies. Initially bolstered by US President Donald Trump’s first-term restrictions on SiC exports for military use and continued under former President Joe Biden’s Section 301 tariffs, the US SiC industry now faces heightened scrutiny as Trump’s second term promises further protections. However, industry insiders warn that domestic SiC manufacturers may not withstand market pressures long enough to benefit.

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From Bosch to Foxconn: is a Tier 1 power shift underway in the auto industry?

In stark contrast to the somber tone of automotive parts giant Bosch, which recently warned that the industry’s “automotive drought” may drag on, Taiwan’s Foxconn has taken a decisive step forward by sealing a new electric vehicle (EV) manufacturing deal with Mitsubishi Motors. The move raises questions about a possible quiet power shift from traditional tier 1 suppliers to a rising generation of tech-driven entrants.

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