China SiC capacity tightens, orders spill over to Taiwanese foundries

Demand for silicon carbide (SiC) in China is expanding rapidly, driven by high-voltage charging infrastructure and AI servers, outpacing local capacity. Excess orders are spilling over to Taiwanese foundries.

• China SiC demand grows on high-voltage charging and AI servers
• Local capacity cannot keep up with current demand
• Overflow orders shift to Taiwanese foundries