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
Lead time
6–12 mo
Theme 1M
−18.4%% 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.
SiC / GaN theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| IFX.DE Infineon Technologies |
SiC/GaN power semis for 800V DC racks | XETRA Germany |
€50.56 | −6.39% | −14.9% | −20.6% | +35.0% | −42.5% | 2026-11-10 | |
| ON onsemi |
SiC power and image sensors | NASDAQ US |
$71.67 | −4.74% | −10.5% | −10.9% | +32.4% | −46.5% | 2026-11-02 | |
| STM STMicroelectronics |
SiC and GaN power devices | NYSE Switzerland |
$46.74 | −6.50% | −12.6% | −10.3% | +81.2% | −41.3% | 2027-01-28 | |
| NVTS Navitas Semiconductor |
GaN power ICs for AI power supplies | NASDAQ US |
$8.48 | −7.83% | −30.0% | −26.4% | +18.8% | −73.3% | 2026-11-03 | |
| POWI Power Integrations |
GaN power conversion | NASDAQ US |
$43.86 | −10.54% | −14.8% | −27.1% | +24.8% | −49.6% | 2026-11-04 | |
| 6963.T Rohm |
SiC power devices | TSE Japan |
¥3,568.0 | −7.49% | −27.8% | −13.3% | +62.0% | −40.0% | 2026-11-05 |
Recent headlines
Auto-updated- Infineon’s OktoberTech: Edge AI, SDVs, and the Road to 800 VDCEE Times · 25h ago
- STMicroelectronics (ENXTPA:STMPA) Stock Still Looks Overvalued Following New Auto Sensor LaunchYahoo Finance · 33h ago
- STMicroelectronics Weighs Developing More Powerful MCUs, MPUs for Humanoid RobotsEE Times · 34h ago
- STMicroelectronics forecasts higher Q4 revenue on AI chip demandYahoo Finance · 39h ago
- Enphase and Infineon deploy 900V GaN switches in solid-state transformers designed for AI data centersData Center Dynamics · 2d ago
- Intel, Microchip Technology, Marvell Technology, onsemi, and Seagate stocks trade up, what you need to knowYahoo Finance · 2d ago