# GaN and SiC

Part ID: 4.08a · Layer 4 (Servers, racks & integration) · child of 4.08

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

| Company | Role | Confidence | Ownership | Ticker | Note |
|---|---|---|---|---|---|
| Coherent | manufacturer | inferred | public | COHR | SiC substrates |
| Infineon | manufacturer | inferred | public | IFX.DE |  |
| Navitas | manufacturer | inferred | public | NVTS |  |
| Wolfspeed | manufacturer | inferred | public | WOLF | post-Ch.11 relisting; verify |
| EPC | manufacturer | inferred | private |  |  |

Confidence tags: disclosed = company/filing statement; reported = trade press or partner list; inferred = taxonomy lead.