NuAxiSemiconductor trade intelligence
Power semiconductors, particularly SiC and GaN devices, are expected to play an increasingly important role in future HVDC power architectures as AI d...
What happened
TrendForce reports that China's 'Big Fund' and local government subsidies for third-generation semiconductors far exceed South Korea's $494 million R&D initiative. Amidst surging demand in AI data centers, Chinese vendors are advancing in SiC and GaN to challenge established IDM leaders. Bearish: Massive government subsidies may trigger capacity expansion and price competition, forcing new entrants to pursue next-generation technologies.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
SiCGaNPower Semiconductors
China Power Semiconductor VendorsIDM Leaders
policycapacity-expansionai-datacentercompetition
Source and time
Source: TrendForce Official (Market Data) · 6/16/2026 · View original source
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