EyeQ Lab在韩国首座8英寸SiC功率晶圆厂实现90%良率
功率半导体专业公司EyeQ Lab已完成其专用8英寸（200毫米）碳化硅（SiC）功率半导体产线的量产准备。行业消息人士于7月23日透露，该产线良率已达90%。
原文深度解读
本文报道韩国功率半导体公司EyeQ Lab在韩国首条8英寸（200毫米）碳化硅（SiC）功率半导体产线上完成量产准备，平均良率超过90%，并计划最早下月举行首次出货仪式。文章涉及EyeQ Lab位于釜山的工厂、2024年投资吸引、产能、PRA批准、应用领域（家电、电动汽车、AI数据中心等）以及与中国充电公司TELD的供应谈判。该事件与电子元器件供应链相关，因为SiC功率半导体是下一代功率器件，其量产将影响电动汽车、AI数据中心等领域的供应链。
- EyeQ Lab于7月23日被行业消息人士透露，其8英寸SiC产线量产验证平均良率超过90%。
- 公司最早可能在下个月在釜山总部举行首次出货仪式。
- 该工厂是韩国首条专用8英寸SiC产线，于去年9月在釜山功率半导体材料、零部件和设备园区完工。
- 8英寸晶圆相比6英寸晶圆表面积增加约78%，提高制造效率并降低单位器件成本。
- EyeQ Lab已完成生产准备批准（PRA），建立了针对客户规格的稳定量产供应系统。
- EyeQ Lab釜山工厂年产能最高可达36,000片8英寸晶圆，并计划开发3.3 kV和6.5 kV高压SiC器件。
供应链影响
- EyeQ Lab的8英寸SiC产线量产可能增加SiC功率半导体的供应，影响电动汽车、AI数据中心等下游供应链的器件可得性。
- PRA批准和90%良率可能使EyeQ Lab成为更多客户的合格供应商，从而改变现有SiC供应链格局。
- 与TELD的供应谈判可能促进中国电动汽车充电市场的SiC器件供应，但最终取决于谈判结果。
- 8英寸产线的高效可能降低SiC器件成本，进而可能影响价格竞争和供应链成本结构。
- 公司计划开发3.3 kV和6.5 kV高压器件，可能扩展至工业电网等新应用，但取决于研发进展。
系统解读，仅作为判断线索，不构成备货、出货、涨价或投资建议。
EyeQ Lab功率半导体工厂内部。图片来源：EyeQ Lab。
功率半导体专业公司EyeQ Lab已完成其专用8英寸（200毫米）碳化硅（SiC）功率半导体产线的量产准备。
行业消息人士于7月23日透露，EyeQ Lab在8英寸SiC产线的量产验证中实现了超过90%的平均良率。该公司最早可能在下个月在釜山总部举行首次出货仪式。
这一结果标志着该公司在韩国首条专用8英寸SiC生产设施中稳定工艺并提高良率后的首次量产验证。该工厂于去年9月在釜山专业功率半导体材料、零部件和设备园区完工。
与6英寸晶圆相比，8英寸晶圆提供约78%更多的表面积，提高了制造效率并降低了单位器件成本。EyeQ Lab还完成了生产准备批准（PRA），建立了针对客户规格的稳定量产供应系统。
SiC功率半导体是下一代器件，与传统硅基功率半导体相比，具有更低的功率损耗和在高压高温条件下的强劲性能。
它们可用于高效家电，如空调、冰箱和洗衣机，以及电动汽车、超快充电器、可再生能源系统、储能系统（ESS）和AI数据中心。随着AI数据中心需要大规模高效功率转换和稳定输送，高效耐用的SiC器件越来越被视为下一代功率基础设施的关键组件。
EyeQ Lab于2024年被选为釜山招商引资企业，在机张郡建设了韩国首座专用8英寸SiC工厂，并将总部迁至釜山。该公司作为集成器件制造商（IDM）运营，覆盖从设计、晶圆加工到封装的完整SiC价值链。
公司还在扩大与本地材料、零部件和设备供应商以及研究机构的合作，定位为釜山功率半导体生态系统的锚定企业。
EyeQ Lab的釜山专用工厂年产能最高可达36,000片8英寸晶圆。在获得PRA批准后，公司计划将供应扩大到高增长市场，包括电动汽车、AI数据中心、可再生能源、工业功率转换设备和ESS。它还计划开发额定电压为3.3 kV和6.5 kV的高压SiC功率半导体。
“在韩国首条8英寸SiC工厂的首次量产验证中实现平均良率超过90%和PRA批准，证明了EyeQ Lab的技术和制造竞争力，”EyeQ Lab首席执行官Kwon-je Kim表示。“我们正在与中国领先的电动汽车充电公司TELD进行供应谈判。在此基础上，我们将扩大全球客户群，覆盖AI数据中心、电动汽车和能源市场。”
Inside EyeQ Lab's power semiconductor fab. Photo: EyeQ Lab.
Power semiconductor specialist EyeQ Lab has completed preparations for mass production at its dedicated 8-inch (200 mm) silicon carbide (SiC) power semiconductor line.
Industry sources said on July 23 that EyeQ Lab achieved an average yield of more than 90% in its mass-production validation of the 8-inch SiC line. The company could hold a first-shipment ceremony at its Busan headquarters as early as next month.
The result marks the company's first mass-production validation after stabilizing its processes and improving yields at Korea's first dedicated 8-inch SiC production facility. The fab was completed last September in Busan's specialized power-semiconductor materials, parts and equipment complex.
Compared with 6-inch wafers, 8-inch wafers provide about 78% more surface area, improving manufacturing efficiency and reducing cost per device. EyeQ Lab has also completed Production Readiness Approval (PRA), establishing a stable mass-production supply system tailored to customer specifications.
SiC power semiconductors are next-generation devices that offer lower power losses and strong performance under high-voltage and high-temperature conditions compared with conventional silicon-based power semiconductors.
They can be used in high-efficiency home appliances such as air conditioners, refrigerators and washing machines, as well as electric vehicles, ultra-fast chargers, renewable-energy systems, energy storage systems (ESS) and AI data centers. As AI data centers require efficient power conversion and stable delivery at massive scale, high-efficiency, durable SiC devices are increasingly viewed as essential components of next-generation power infrastructure.
EyeQ Lab, which was selected as a Busan investment-attraction company in 2024, built the country's first dedicated 8-inch SiC fab in Gijang County and relocated its headquarters to Busan. The company operates as an integrated device manufacturer (IDM), covering the full SiC value chain from design and wafer processing to packaging.
The company is also expanding collaboration with local materials, components and equipment suppliers as well as research institutions, positioning itself as an anchor company in Busan's power-semiconductor ecosystem.
EyeQ Lab's dedicated Busan fab has an annual production capacity of up to 36,000 8-inch wafers. Following its PRA approval, the company plans to broaden supply to high-growth markets including EVs, AI data centers, renewable energy, industrial power-conversion equipment and ESS. It also plans to develop high-voltage SiC power semiconductors rated at 3.3 kV and 6.5 kV.
“The achievement of an average yield above 90% and PRA approval in the first mass-production validation at Korea's first 8-inch SiC fab demonstrates EyeQ Lab's technology and manufacturing competitiveness,” said Kwon-je Kim, CEO of EyeQ Lab. “We are in supply negotiations with TELD, a leading Chinese EV charging company. Building on this, we will expand our global customer base across AI data centers, EVs and energy markets.”