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Entry points for reading major power semiconductor suppliers by product area, material, and supply-risk theme.
Infineon
A major European supplier across SiC, IGBT, and power modules. CoolSiC, wafer supply, automotive, and industrial applications are key themes.
ROHM
A Japanese supplier focused on SiC. Fifth-generation SiC MOSFETs, investment burden, the Denso partnership, and consolidation talks are key themes.
onsemi
A US supplier centered on automotive SiC. SiC business outlook and response to demand swings are key themes.
Wolfspeed
A major SiC wafer and device player. Financial risk, long-term supply agreements, and alternative sourcing are key themes.
Navitas Semiconductor
A representative GaN power semiconductor player. AI datacenter power and the ramp-up of the GaN market are key themes.
BYD Semiconductor
A representative Chinese SiC supplier. Production expansion, captive demand, and pricing pressure from Chinese suppliers are key themes.
STMicroelectronics
A European supplier with automotive adoption records in SiC devices and modules. New fabs and supply to Ampere are key themes.
Renesas Electronics
Renesas is tracked through its SiC wafer supply agreement with Wolfspeed and GaN expansion through the Transphorm acquisition.