Mitsubishi Electric (MIELY) Unveils New 5th-Generation SiC-MOSFE - GuruFocus

Mitsubishi Electric announced on June 4, 2026, plans to begin shipping samples of its new 5th-generation silicon carbide metal-oxide-semiconductor field-effect transistors (SiC-MOSFETs) in bare die fo... Read original →

Mitsubishi Electric’s fifth-gen SiC-MOSFET will force upstream wafer suppliers to accelerate the shift from 6-inch to 8-inch substrates and push downstream xEV inverter designs toward higher switching frequencies and reduced thermal overhead. Amid tightening EU/US carbon tariffs and chip subsidies, reliance on Japan-based fabs may raise compliance costs—but bare-die shipments mitigate certain export control exposures. Infineon and STMicroelectronics will likely fast-track their trench-gate SiC roadmaps, while Wolfspeed may double down on its IDM narrative to defend valuation. Within 18 months, an 'efficiency arms race' will emerge: automakers will pay premium for every 1% reduction in conduction loss, driving SiC adoption from ~35% to over 50% and catalyzing next-gen double-sided cooling packages and integrated power modules.