NuAxiSemiconductor trade intelligence
Power Corner: TechInsights’ Cédric Malaquin on the State of Wide Bandgap Semiconductors
What happened
TechInsights analysis indicates the SiC market is currently in oversupply with declining wafer prices and weak demand, particularly due to plateauing EV demand in China and North America. GaN competition centers on proprietary epitaxy and reliability improvements, with consumer electronics as the primary near-term adoption driver. 利空: Oversupply and price pressure in SiC are bearish for spot prices and supplier margins, while GaN's focus on consumer markets suggests slower high-value adoption.
Impact and signal
Low impactImpact score: 15/100
Affected components and suppliers
SiCGaN
oversupplyprice-declinedemand-weakness
Source and time
Source: Power Electronics News · 3/26/2026 · View original source
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