Silicon carbide (SiC) devices
Wide-bandgap power semiconductors for EVs and power electronics; top-5 (Infineon, STMicroelectronics, Wolfspeed, onsemi, ROHM) held over 90% of 2024 revenue. Mapped in The Opportunity Beyond the Fab (Techadyant Labs, 2026).
Relationships
- Manufactures / ProducesInfineon Technologies— Top-5 hold >90% of 2024 SiC revenue (Mordor).
- Manufactures / ProducesSTMicroelectronics— Top-5 SiC maker.
- Manufactures / ProducesWolfspeed— Top-5 SiC maker.
- Manufactures / Producesonsemi— Top-5 SiC maker.
- Manufactures / ProducesROHM Semiconductor— Top-5 SiC maker.
- DevelopsSiCSem Private Limited— India's ISM-approved SiC fab entrant.
- part ofSemiconductor Materials (opportunity stream)— SiC within the materials stream.