NuAxiSemiconductor trade intelligence

⚡ SiC/GaN Redraw the Global Energy Map AI data centers have hit a power density ceiling. SiC and GaN are entering large-scale deployment across data ...

What happened

SiC and GaN are entering large-scale deployment in AI data centers and 800V EV architectures. Major players like Infineon and TI are repositioning their supply chain strategies. This trend indicates a structural shift in power electronics but lacks specific price or shortage data.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

SiCGaN

VISInnoscienceInfineonRohmSTMicroelectronics Texas Instruments

SiCGaNEVData Center800VPower Electronics

Source and time

Source: TrendForce Official (Market Data) · 5/22/2026 · View original source

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⚡ SiC/GaN Redraw the Global Energy Map AI data centers have hit a power density ceiling. SiC and GaN are entering large-scale deployment across data ...

What happened

Impact and signal

Affected components and suppliers

Source and time

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