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Home/Chips & Networking/Bottlenecks/SiC / GaN
EU / US / Japan · Chips & Networking

800V Power Semis (SiC & GaN)

800V DC racks need silicon-carbide and gallium-nitride switches at every conversion step. Capacity is ample after the EV slowdown, so the constraint is qualified AI designs, not wafers.

SiC / GaN wafer→Power device→Converter→Rack
54
Tightness score ⓘ
#40 of 56
■ Stable
Supply concentration3
Lead time3
Capex intensity4
Geopolitical exposure3
Pricing power2
Lead time
6–12 mo
Theme 1M
−6.2%
% in uptrend
0%
Metric to watch

AI power-design wins at Infineon, onsemi, ST and Navitas, and SiC wafer utilisation.

What would prove us wrong

Strengthens if 800V adoption outruns qualified GaN/SiC supply for AI power shelves.

Dependencies
↑ supplier  Gallium, Germanium & Antimony80 ↓ customer  800V Rack Power (Power Shelves & PSUs)66

SiC / GaN theme performance

Equal-weight · rebased 100 · 1Y
Stocks we track

Who controls this bottleneck

Roles, not recommendations. Delayed prices; local currency.

StockRoleListingLast1D1M3MYTDOff 52w highTrendNext earnings
IFX.DE
Infineon Technologies
 SiC/GaN power semis for 800V DC racks XETRA
Germany		 €52.11 −0.02% −5.8% −15.9% +39.2% −40.8% 2027-02-03
ON
onsemi
 SiC power and image sensors NASDAQ
US		 $73.73 +0.15% +0.5% −10.8% +36.2% −45.0% 2026-11-02
STM
STMicroelectronics
 SiC and GaN power devices NYSE
Switzerland		 $46.46 +0.43% −0.9% −14.3% +80.1% −41.7% 2027-01-28
NVTS
Navitas Semiconductor
 GaN power ICs for AI power supplies NASDAQ
US		 $9.56 −5.06% +2.2% −33.8% +33.9% −69.9% 2026-11-03
POWI
Power Integrations
 GaN power conversion NASDAQ
US		 $46.06 −0.92% +2.9% −26.3% +31.1% −47.0% 2027-02-04
6963.T
Rohm
 SiC power devices TSE
Japan		 ¥2,935.0 −7.41% −35.7% −35.5% +33.9% −50.4% 2026-11-05

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