SiC AI Server Power Supply Market to Reach $9,249 Mn Globally - openPR.com

The global SiC AI server power supply market is projected to reach $9,249 million by 2030, according to a market report from openPR.com. This growth is primarily driven by the rapid development of art... Read original →

The surge in SiC adoption for AI server power supplies is triggering a vertical tech-stack overhaul. Upstream, the shift from 6-inch to 8-inch wafers accelerates; midstream, IDMs and foundries scramble for dual allocation between EVs and data centers; downstream, thermal architectures in PSU designs are being rewritten. Tighter EU efficiency mandates and U.S. IRA incentives raise compliance costs for silicon-based solutions, forcing ODMs to switch earlier—but yield gaps in SiC substrates between Taiwan, China and mainland China remain a critical supply risk. Wolfspeed and Infineon have locked in long-term deals with hyperscalers, while ON Semi and ROHM bet on integrated modules to bypass foundry constraints. Over the next 18 months, SiC device prices will drop over 15% annually, pushing penetration above 40% in >2kW AI PSUs and squeezing GaN into mid-to-low power niches.