15 November 2023
Gallium nitride and silicon carbide to be essential for enabling scale and potential of AIDecades old norms are being challenged in the power semiconductor industry as Omdia forecasts an explosion in novel semiconductors due to the electric vehicle (EV) revolution. “Will the artificial intelligence (AI) boom have a similar impact?,” the firm questions.
“An industry which has long relied on silicon technologies is being both challenged and enabled by devices fabricated from new materials,” notes Callum Middleton, senior analyst for semiconductor components. “The development of both gallium nitride (GaN) and silicon carbide (SiC) power devices began in the previous century, but their technology maturity has matched with the sustainability movement, and devices manufactured from the new materials offer significant efficiency gains in our energy-hungry world,” he adds.
The initial adoption of SiC devices into Tesla electric vehicles in 2018 catapulted the technology from laboratories and test designs into the mainstream. Since then, the EV market has taken off and more manufacturers are looking to include these technologies in their vehicles due to the benefits in performance, charging speed, and range.