As EV Growth Moderates, Silicon Carbide Finds a New Buyer: AI Data Centers Are Stepping In
For years, the silicon carbide industry has been closely associated with electric vehicles. Ask where SiC power devices are used, and the first answers are usually familiar: traction inverters, onboard chargers, DC fast chargers and high-voltage EV platforms. That connection remains important. Global electric car sales exceeded 20 million units in 2025, representing about one-quarter […]
Silicon Carbide Beyond Electric Vehicles: AI, Energy Storage, and the Power Grid Are Opening Three New Markets
For much of the past decade, the silicon carbide industry has been discussed primarily through one application: electric vehicles. That association makes sense. SiC MOSFETs and diodes have become important components in high-voltage traction inverters, onboard chargers, and fast-charging systems because silicon carbide can reduce power losses while supporting higher operating voltages and switching frequencies. […]
The Battle for the “Heart” of Optical Modules: Silicon Photonics vs InP vs Thin-Film Lithium Niobate in the 1.6T Era
Introduction: The Optical Module is Accelerating Toward 1.6T If an optical module is a racing car, then: The modulator determines how fast an electrical signal can be converted into an optical signal—and how far the system can push performance limits. Now, the industry is rapidly moving from 800G to 1.6T, and the “transmission system” is […]
Silicon Carbide Is Entering the AI Era: From EV Power Devices to AI Infrastructure Materials
For years, silicon carbide (SiC) has been viewed primarily as a “new energy material” tied to electric vehicles, solar inverters, and industrial power electronics. But the market narrative is changing rapidly. With the explosive growth of AI computing infrastructure, silicon carbide is becoming a foundational material for next-generation power delivery, advanced packaging, and thermal management […]
Technical Breakthrough and Industry Prospects of 14-Inch SiC Substrates
Silicon carbide (SiC), a third-generation semiconductor material, has attracted significant attention due to its wide bandgap, high breakdown electric field, and superior thermal conductivity. These properties make SiC a critical material for high-power electronic devices in electric vehicles (EVs), data centers, renewable energy systems, and other high-performance applications. In recent years, the wafer size of […]