GaN and SiC adoption is accelerating — and a patent fight just showed how much is at stake - Astute Group

The adoption of gallium nitride (GaN) and silicon carbide (SiC) is accelerating across multiple semiconductor applications, particularly in power electronics and electric vehicles. Recent patent dispu... Read original →

The rapid adoption of GaN and SiC is reshaping the power semiconductor landscape, particularly in electric vehicles and 5G infrastructure, where their superior thermal stability and switching performance are driving demand. Patent disputes highlight the high stakes involved, as companies vie for technological dominance and standard-setting rights. Upstream, silicon carbide wafer production is scaling, yet yield and cost remain bottlenecks. Midstream, traditional silicon manufacturers are accelerating transitions, while new compound semiconductor firms gain ground. Downstream, automotive adoption of SiC is accelerating, reshaping supply chains. Geopolitical dynamics, especially in the U.S.-China tech rivalry, are pushing for greater self-reliance in semiconductor development. Over the next 12–24 months, the industry will see intensified competition around IP control and technology lock-in, with capital concentrating on firms with strong supply chain and innovation capabilities. Smaller players face increasing pressure, as market consolidation accelerates.