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Global IGBT shortage worsens on Tesla policy change

The global shortage of industrial and automotive IGBTs is being exacerbated as Tesla is likely to use more insulated IGBTs in its future EVs under its 75% SiC cut plan. This paves a good path for Taiwan-based suppliers Actron Technology and Panjit International to enter the IGBT supply in the second half of 2023, according to industry sources.
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