PCIM 2026: SemiQ to Showcase SiC Power Solutions - Electropages

At the upcoming PCIM 2026 trade show in Nuremberg, Germany, SemiQ will showcase its latest silicon carbide (SiC) power solutions, focusing on the QSiC™ Gen3 module lineup. These advancements feature a... Read original →

SemiQ’s QSiC™ Gen3 launch at PCIM 2026 isn’t just a product refresh—it forces AI data centers to accelerate adoption of >800V power rails and pressures upstream AlN substrate and TIM suppliers to localize. With the EU’s Net-Zero Industry Act mandating domestic semiconductor capacity and U.S. export controls tightening on wide-bandgap tech, reliance on Taiwan, China foundries could spike SemiQ’s compliance costs. Competing against Wolfspeed and Infineon—already entrenched with NVIDIA and Tesla—SemiQ must avoid head-on battles and instead leverage its B3 full-bridge modules in medium-voltage energy storage. Over the next 18 months, as AI server power exceeds 15kW per unit, thermal performance will dominate OEM selection criteria. Strategic partnerships with system integrators like CATL or Sungrow could unlock industrial and PV inverter markets, creating a critical second growth vector.