Who makes IGBT and SiC modules for AI data centers
Silicon and silicon-carbide power semiconductor modules that perform the AC-DC-AC conversion inside a UPS.
A static UPS is a power electronics machine: it rectifies incoming AC to DC, holds the DC bus against the battery, and inverts back to AC for the load. The modules in this part are the switching devices that do that conversion — silicon IGBTs traditionally, and increasingly silicon carbide, packaged as modules rather than discrete devices because of the current involved. The move to wide-bandgap here is the same argument as elsewhere in the catalog but with a longer lever. A UPS runs continuously for the life of the facility, so conversion efficiency is not a specification line, it is an operating cost multiplied by every hour the site exists, and it is paid twice because the losses become heat the cooling plant removes. Higher switching frequency also shrinks the magnetics, which is how modular UPS designs got small enough to be serviceable as slide-in units. AI sites have grown UPS capacity along with everything else, and the shift toward higher- voltage DC distribution puts more of this conversion in play. What to look for is whether the UPS builder makes its own power stage or buys modules, since that determines who owns the supply risk, and whether a design has been qualified with silicon carbide or only offers it in newer frames — the device makers here are the same names that appear on board-level power in Layer 4.
Companies on this part (6)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| Fuji Electric | manufacturer | public | 6504.T | 13170 JPY | -1.8% | disclosed | · source |
| Infineon | manufacturer | public | IFX.DE | 48.67 EUR | -2.5% | disclosed | · source |
| Mitsubishi Electric | manufacturer | public | 6503.T | 4770 JPY | -2.3% | inferred | |
| onsemi | manufacturer | public | ON | 72.25 USD | -1.2% | inferred | |
| Wolfspeed | manufacturer | public | WOLF | 22.93 USD | +2.6% | disclosed | · source |
| Semikron Danfoss | manufacturer | private | disclosed | · source |
Who competes here
The same table read the other way: every company above competes for IGBT and SiC modules sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.
Nearby parts
- Parent: UPS (static, modular, rotary/DRUPS) & UPS power semis
- Previous in layer: LV cable, wire, tray, raceway
- Next in layer: Energy storage: UPS batteries & BESS
- Layer: Layer 7 — Electrical: power distribution (grid to rack)
Questions about IGBT and SiC modules
- What are IGBT and SiC modules?
- Silicon and silicon-carbide power semiconductor modules that perform the AC-DC-AC conversion inside a UPS.
- Which companies make IGBT and SiC modules for AI data centers?
- This catalog lists 6 companies on IGBT and SiC modules, 5 of them with listed equity: Fuji Electric, Infineon, Mitsubishi Electric, onsemi, Wolfspeed, Semikron Danfoss.
- How reliable are these IGBT and SiC modules supplier placements?
- The 6 placements on this part break down as 4 disclosed, 2 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a taxonomy lead with no citation yet.
Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON