In early February 2026, competitive dynamics in the global silicon carbide (SiC) industry are coming into sharper focus. Disclosures and earnings call transcripts from companies including Wolfspeed, Infineon Technologies, and STMicroelectronics indicate that while a slowdown in the electric vehicle (EV) market has weighed on short-term performance for some vendors, AI data center demand for advanced power management has emerged as a new growth engine. Meanwhile, a wave of wafer capacity expansion is set to be released over the coming quarters.

Global Players: Rising …