4.08a · part of Board-level power: VRMs, power stages, PoL, power semis
Who makes gan and sic for AI data centers
Gallium-nitride and silicon-carbide power semiconductors used inside VRMs and power stages to switch at higher frequency and efficiency than silicon at the currents modern GPU boards need.
Companies on this part (5)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| Coherent | manufacturer | public | COHR | 295 USD | -2.9% | inferred | SiC substrates |
| Infineon | manufacturer | public | IFX.DE | 57.17 EUR | +3.6% | inferred | |
| Navitas | manufacturer | public | NVTS | 12.51 USD | -5.0% | inferred | |
| Wolfspeed | manufacturer | public | WOLF | 26.95 USD | -3.1% | inferred | post-Ch.11 relisting; verify |
| EPC | manufacturer | private | inferred |
Who competes here
The same table read the other way: every company above competes for gan and sic sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.
Nearby parts
- Parent: Board-level power: VRMs, power stages, PoL, power semis
- Previous in layer: Board-level connectors & sockets
- Next in layer: Passives
- Layer: Layer 4 — Servers, racks & integration
Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON