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
−9.7%% in uptrend
17%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 |
€52.59 | +4.76% | −7.0% | −11.6% | +40.5% | −40.2% | 2026-11-10 | |
| ON onsemi |
SiC power and image sensors | NASDAQ US |
$78.95 | +6.60% | +4.4% | +0.1% | +45.8% | −41.0% | 2026-11-02 | |
| STM STMicroelectronics |
SiC and GaN power devices | NYSE Switzerland |
$48.57 | +7.48% | −7.9% | +0.6% | +88.3% | −39.0% | 2026-10-29 | |
| NVTS Navitas Semiconductor |
GaN power ICs for AI power supplies | NASDAQ US |
$9.38 | +11.73% | −20.0% | −3.6% | +31.4% | −70.5% | 2026-11-03 | |
| POWI Power Integrations |
GaN power conversion | NASDAQ US |
$49.24 | +3.93% | −5.0% | −12.6% | +40.1% | −43.4% | 2026-11-04 | |
| 6963.T Rohm |
SiC power devices | TSE Japan |
¥3,700.0 | +1.93% | −22.8% | −23.9% | +68.0% | −37.8% | 2026-11-05 |
Recent headlines
Auto-updated- Infineon Rolls Out AI Data Center Reference Designs as Enphase Deal Lifts Sharesad-hoc-news.de · 12h ago
- Infineon to Supply GaN Power Chips for Nvidia’s 800V Data CentersTHE ELEC, Korea Electronics Industry Media · 44h ago
- [News] Infineon and NVIDIA Expand GaN Power Collaboration for AI Data CentersTrendForce · 4d ago
- Infineon, NVIDIA collaborate on GaN for 800VDC AI data centreselectronics.economictimes.indiatimes.com · 4d ago
- Infineon and Nvidia to develop gallium nitride power conversion tech for 800VDC data center racksBeBeez International · 5d ago
- Navitas unveils UHV SiC power module for energy and grid infrastructureSemiconductor Today · 5d ago