Acme sees years of SiC growth as data center demand builds - digitimes

According to Digitimes, the capital expenditure of the world's nine largest cloud service providers is projected to increase by approximately 90% year-over-year in 2026, driven primarily by surging de... Read original →

The surge in AI server demand is reshaping the power semiconductor landscape, with SiC emerging as a key material amid growing need for high-efficiency, low-loss devices. Driven by data center power requirements, SiC's adoption is accelerating in 3nm process nodes, enabling tighter integration and performance gains. Upstream equipment vendors are ramping production, while downstream cloud providers are increasing capital expenditure, creating a technology-market-capital synergy. Supply chain consolidation is intensifying, especially amid U.S.-China tech decoupling, making SiC supply chain resilience a strategic priority. Major players are pursuing M&A and capacity expansion to gain market share, escalating competitive dynamics. Within the next 12 months, SiC is expected to scale across data centers and EVs, becoming a core growth driver. Policy support for green energy further expands SiC’s role in energy management, reinforcing its long-term value proposition.