SiC substrate market recovers on EV, energy and AI infrastructure demand

The SiC substrate market is showing signs of recovery after a price collapse, driven by demand from electric vehicles, renewable energy and HVDC power architecture for AI data centers. DIGITIMES estimates EVs will account for 65% of SiC device applications in 2026, with the first price rebound for 6-inch substrates expected in 2027.

• EVs to account for 65% of SiC device applications in 2026
• SiC adopted by BYD, NIO, XPeng, Porsche, GM, BMW and Mercedes
• 800V HVDC architecture for AI data centers to add demand
• First 6-inch SiC substrate price rebound expected in 2027