2026 Marks a Turning Point for Silicon Carbide: From “Who Can Make It?” to “Who Can Make It Cheaper?”
For years, the silicon carbide industry had one overriding question: Who can manufacture high-quality SiC at scale? Crystal growth was difficult. Wafer supply was limited. Defect control was challenging. Device capacity was insufficient, and demand from electric vehicles encouraged manufacturers throughout the supply chain to expand aggressively. In 2026, however, the competitive landscape is changing. […]