---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000906595.md"
description: "DS Investment & Securities: SiC & GaNMarket Growth & Opportunities:> The adoption of 800V architectures creates new growth opportunities for 8inch foundries, challenging traditional Si power semiconductors.> SiC Power Market: Expected to grow at a CAGR of +20%, scaling from $3.4 billion (2024–2025) to $10.3 billion by 2030F.> GaN Power Market: Expected to experience even faster growth at a CAGR of +44%, rising from $0.6 billion to $3.0 billion by 2030F.Role Breakdown & Material Specialization:> SiC: Excels in high-voltage, high-power, and high-temperature environments, serving as a partial substitute for Si IGBT. Main applications include EV inverters/OBC, 800V EVs, AI datacenters (AI DC), and energy storage systems (ESS).> GaN: Excels in high-frequency, high-power-density, and high-efficiency power conversion, serving as a partial substitute for Si MOSFETs. Key application areas include chargers, adapters, power supply units (PSU), AI datacenters, robots, and solar power.Infrastructure & Trends:> Datacenter Penetration: The penetration rate of SiC/GaN within datacenter power systems is projected to increase from 17% in 2026F to over 30% by 2030F, driven heavily by new high-frequency, high-density conversion needs (such as 800V to 54V/12V transitions in AI datacenters).> Manufacturing Shifts: SiC is currently transitioning from 6-inch to 8-inch fabrication lines, while GaN relies heavily on 8-inch GaN-on-Si processes. Long-term transitions up to 12-inch wafers are also being evaluated."
datetime: "2026-09-20T01:15:20.000Z"
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  - [en](https://longbridge.com/en/topics/100000000906595.md)
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author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# DS Investment & Securities: SiC & GaNMarke…


## Comments (1)

- **beta-one · 2026-09-20T04:01:09.000Z**: the gate on those numbers is substrate yield at eight inch rather than demand, the cost curve only works if conversion yields hold at the larger wafer size.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**