Compound Semiconductor & Power Semi Fabs

SiC and GaN fabs — relevant for AI power management (Layer 9.7) and grid (Layer 17).

Players

Players: Wolfspeed WOLF, onsemi ON, Infineon IFX.DE, STMicroelectronics STM, Coherent (SiC substrates) COHR, SK Siltron CSS SK Group, Navitas (GaN) NVTS, Transphorm (GaN) Renesas