AI-Driven Transformation of Power Semiconductor Landscape: Shift of Focus from Electric Vehicles to Data Centers
Published2026.10.06 09:23Power semiconductor demand is rapidly shifting from electric vehicle-centric applications to AI data centers and AI servers. With rising power consumption in AI servers, competition for high-efficiency GaN solutions has intensified, leading Infineon, ON Semiconductor, and TI to launch high-density and integrated products. Meanwhile, in the electric vehicle sector, SiC adoption is being strengthened through the expansion of 800V platforms. As a result, AI infrastructure expansion is becoming a key variable in future power semiconductor technology and investment.
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