For years, automakers across Europe, the US, Japan, and even China have heralded 2025 as the dawn of Level 3 (L3) autonomous vehicles—a long-anticipated turning point for the commercialization of self-driving technology. Yet, a familiar question resurfaces: Is the year of L3 still approaching?

The global silicon carbide (SiC) supply chain is facing renewed turbulence, driven by weakening EV demand, aggressive market entry by Chinese suppliers, and mounting concerns over a potential bankruptcy at Wolfspeed, the top US-based SiC manufacturer. Wen-Hao Wu, Director of Taiwan-based ACME Electronics, which produces manganese-zinc and nickel-zinc soft ferrite cores alongside SiC powders, commented that while Wolfspeed is a client, it is not a Tier 1 customer, and any exposure remains limited.