China gets an early shot at the next SiC power-chip cycle - digitimes

China's semiconductor industry is seizing a significant opportunity in the silicon carbide power chip sector. Shanghai Alkaidsemi Technologies has launched a 1,200V SiC superjunction MOSFET, marking t... Read original →

China's semiconductor sector has made a significant leap in silicon carbide (SiC) power chip technology with the launch of a 1200V SiC superjunction MOSFET by Shanghai Alkaidsemi, marking a first-in-class product in the global market. This advancement enhances system efficiency through reduced conduction loss and improved switching speed, offering a competitive edge in new energy vehicles, charging infrastructure, and industrial inverters. The move is expected to catalyze upstream material and equipment innovation, while strengthening midstream chip design capabilities. However, supply chain vulnerabilities persist, especially in critical equipment and raw materials, posing strategic risks. International competitors may respond with accelerated investments or localized production strategies. Within the next 12–24 months, SiC power chips are poised for large-scale adoption in EVs and renewable energy sectors, driving further technological and market evolution across the entire semiconductor value chain.