The silicon carbide (SiC) market is going through some serious shake-ups. Wolfspeed, once the dominant SiC wafer supplier, is now facing bankruptcy—after years of capacity bets and a brutal price war with China’s “red supply chain.” On the other hand, Navitas has seen its stock surge 2.5x as investors bet on U.S.-aligned SiC players. What’s driving this sudden shift? In a word: NVIDIA.
In a recent exclusive interview, J.H. Shyu of Taiwan’s Episil shared some fascinating insights. Turns out, NVIDIA’s new 800V architecture for AI servers is creating huge demand for SiC-based power devices. Compared to EVs, where SiC adoption has been more gradual, AI data centers need far better power efficiency—at scale and fast. SiC’s high-voltage, high-frequency strengths are now in the spotlight.
This is already starting to reshape the global SiC ecosystem. Taiwan’s foundries, who were previously cautious about SiC, are now ramping up. U.S. fabless players are also looking to diversify away from China-linked supply and are finding new Taiwanese partners.
There’s also buzz that Wolfspeed’s assets might get snapped up soon—possibly by U.S. or Taiwanese buyers—as the AI-driven SiC market heats up.
If you follow power semis and SiC (like many here on SemiWiki), this article is definitely worth a read. The AI boom is clearly becoming a new driver for SiC demand, and it’s happening faster than a lot of folks expected.
Full story here: https://cwnewsroom.substack.com/p/exclusive-episils-wolfspeeds-navitas-nvidia-sic
In a recent exclusive interview, J.H. Shyu of Taiwan’s Episil shared some fascinating insights. Turns out, NVIDIA’s new 800V architecture for AI servers is creating huge demand for SiC-based power devices. Compared to EVs, where SiC adoption has been more gradual, AI data centers need far better power efficiency—at scale and fast. SiC’s high-voltage, high-frequency strengths are now in the spotlight.
This is already starting to reshape the global SiC ecosystem. Taiwan’s foundries, who were previously cautious about SiC, are now ramping up. U.S. fabless players are also looking to diversify away from China-linked supply and are finding new Taiwanese partners.
There’s also buzz that Wolfspeed’s assets might get snapped up soon—possibly by U.S. or Taiwanese buyers—as the AI-driven SiC market heats up.
If you follow power semis and SiC (like many here on SemiWiki), this article is definitely worth a read. The AI boom is clearly becoming a new driver for SiC demand, and it’s happening faster than a lot of folks expected.
Full story here: https://cwnewsroom.substack.com/p/exclusive-episils-wolfspeeds-navitas-nvidia-sic