Power semiconductors and discretes (MOSFETs, GaN, SiC)
BOTTLENECKGaN and SiC devices for 48V and 800V AI server power conversion concentrate among few suppliers who command premium pricing, unlike commoditized Si MOSFETs.
Switching transistors (Si MOSFET, GaN, SiC) that perform the actual power conversion in VRMs, PSUs and bus converters inside AI servers. GaN enables higher-density 48V designs; SiC supports emerging 800V DC bus architectures. GaN and SiC suppliers capture premium pricing; Si MOSFETs are commoditised.
What the evidence shows
Top three producers Nexperia, Infineon, and ON Semi hold 35% market share.
intelmarketresearch.comAEC-Q101 qualified SiC devices are the most constrained category in power semiconductors.
773grp.comLead times for some power MOSFETs extend beyond 40 weeks.
intelmarketresearch.comWho controls it
Where it sits in the stack
Takes in: Silicon, GaN, or SiC wafers (L5 for IDMs); packaging and testing
Sends on: Discrete or module-form power switches for VRM power stages, PSU bridges, and BBU converters
Related nodes
Full scorecard, owner shares, supply edges and the full tracked roster are in the desk letter.
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