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The Silicon Carbide (SiC) — High-Voltage Power Conversion for AI & EVs · The Power Conversion Layer — SiC, GaN, PMICs & the 800V AI Architecture

STM

STMicroelectronics
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SiC leader by revenue. Datacenter SiC >$500M in 2026; space business >$1B.

What they do

European semiconductor leader. SiC leader by revenue. Datacenter SiC over $500M in 2026; Space business over $1B. Auto cycle recovery + AI datacenter exposure. Diversified across power, MCUs, and image sensors.