Mr. Semiconductor · Supply-Chain ResearchSiC / GaN Power Devices Industry Outlook
SiC / GaN Power Devices · Updated: Sep 14, 2026 08:22
Segment overview
Wide-bandgap power devices for EVs, high-voltage fast charging and high-efficiency power conversion.
Key investment drivers
- 800V EV-platform penetration
- Lower SiC substrate pricing
- High-voltage data-center power architecture
Representative public companies
- onsemi (ON)
- STMicroelectronics (STM)
- Wolfspeed (WOLF)
Industry activity
50 / 100
Cycle-neutral industry activity
Market expectations
28 / 100
Weaker market expectation
Recent change
7-day +1 · 1-day 0
Latest verified research signals
The provided Source only reports STMicroelectronics' expectation that AI data-center revenue will surpass $2 billion in 2027; it does not mention wide-bandgap, SiC, GaN, capacity, orders, or pricing. Therefore, no truly material new change
Supply-chain position
Upstream: Compound Semiconductor Wafer Fabrication
Downstream: Automotive Electronics
Mr. Semi publishes this research from public market and supply-chain data, with AI-assisted classification and summarization. For research purposes only; not investment advice.