Compound & Power Semiconductors

The capacity to develop and produce compound, wide-bandgap and power semiconductors, the device families that carry power electronics, radio frequency and extreme environments.
Hard Power / Critical Technology / Semiconductors & Advanced Computing

The capacity to develop and produce compound, wide-bandgap and power semiconductors, the device families that carry power electronics, radio frequency and extreme environments.

Indicators

  • Wide-bandgap device production share
  • Power semiconductor revenue share
  • Compound wafer capacity
Capability Developments

Major milestones and key developments of the capability

The Capability Development Index tracks the events that move a capability — operational use, technical breakthroughs, procurement decisions and the industrial base behind them — and places each on the record with the date it happened.

Recent developments cover the current period. Historical developments are the inflection points that produced Compound & Power Semiconductors as it stands today.

GeopoliticalGovernanceSecurityTechnologyEconomy

Historical Developments

1891Edward Acheson invented the industrial process for synthesising silicon carbide 135 years ago

The American inventor developed an electric furnace method to make carborundum as an industrial abrasive, unintentionally creating the material that decades later became the first wide-bandgap semiconductor put to electronic use.

1907Henry Round at Marconi Laboratories observed electroluminescence in a silicon carbide crystal 119 years ago

The British engineer's laboratory notebook recorded light emission from a carborundum crystal under electric current, the first documented observation of the effect underlying today's compound-semiconductor optoelectronics.

1920sOleg Losev carried out detailed studies of electroluminescence in silicon carbide 106 years ago

Working in the Soviet Union, the self-taught researcher documented light emission from silicon carbide crystals under electric current in detail, work later recognised as pioneering the light-emitting diode decades before the term existed.

1932Chemists first synthesised gallium nitride in the laboratory 94 years ago

Early samples of the compound could be produced but not grown as usable crystals, leaving gallium nitride a laboratory curiosity for half a century before crystal-growth methods caught up with its potential.

1970sConventional silicon semiconductor industry drew massive investment from the 1970s onward, leaving wide-bandgap research lagging 56 years ago

Sustained large-scale investment in conventional semiconductors such as silicon from the 1970s onward meant that research and development of wide-bandgap materials fell well behind. This investment gap shaped the later trajectory of wide-bandgap technology, which only attracted broader interest as conventional transistor density approached a plateau and the advantages of higher power density became compelling.

1989Isamu Akasaki and Hiroshi Amano at Nagoya University solved gallium nitride's crystal growth and doping problems 37 years ago

The Japanese researchers grew high-quality gallium nitride on sapphire and found a way to make it p-type, overcoming obstacles that had stalled gallium nitride devices for two decades and enabling the diodes and transistors that followed.

1993Shuji Nakamura at Nichia Corporation achieved the first high-brightness blue gallium nitride LED 33 years ago

The Japanese engineer's device solved the last missing colour needed for practical white lighting, building on earlier crystal-growth breakthroughs, and turned gallium nitride from a research material into a global lighting and display industry.

Nakamura, Akasaki and Amano were awarded the Nobel Prize in Physics
2001Infineon Technologies commercialised the first silicon carbide Schottky diode 25 years ago

The German firm brought to market a power diode built from silicon carbide rather than silicon, offering faster switching and lower losses, marking the material's entry into mainstream power electronics manufacturing.

2009–2010Efficient Power Conversion Corporation brought the first gallium nitride power transistors to market 16 years ago

The US firm commercialised gallium nitride field-effect transistors for power conversion rather than radio-frequency or lighting use, opening a new application for a material previously associated mainly with LEDs and radar amplifiers.

2015China named third-generation semiconductors a strategic priority under Made in China 2025 11 years ago

Designating silicon carbide and gallium nitride a priority sector directed state funding toward domestic substrate and device producers, part of a broader effort to reduce reliance on imported compound-semiconductor technology.

2017–2018Tesla fitted the Model 3 with a full silicon carbide inverter 8 years ago

The car was the first mass-market electric vehicle to replace silicon power switches with silicon carbide devices, supplied by STMicroelectronics, cutting inverter energy losses and prompting rapid adoption across the electric vehicle industry.

Recent Developments

2025WIN Semiconductors expanded gallium nitride radio-frequency foundry capacity in Taiwan last year

The compound semiconductor foundry added capacity for gallium nitride radio-frequency devices used in telecoms base stations and radar systems, responding to sustained demand from network operators and defence customers.

2025India's Semiconductor Mission extended incentives to compound semiconductor projects last year

Government support originally aimed at conventional silicon fabrication was widened to cover silicon carbide and other compound semiconductor manufacturing, part of a broader effort to diversify India's nascent chip industry beyond a single material.

2025SK Siltron expanded silicon carbide wafer production in South Korea and the United States last year

The South Korean firm built on its earlier acquisition of a US silicon carbide wafer business to grow output for electric vehicle and industrial power electronics customers, expanding capacity on both sides of the Pacific.

2025Chinese defence publications highlighted continued fielding of gallium nitride-based radar across naval and air platforms last year

State and industry media pointed to wider use of gallium nitride active electronically scanned array radars in fire-control and early-warning systems, part of a broader multi-year modernisation of Chinese military sensors.

2025Chinese silicon carbide substrate producers continued rapid capacity expansion last year

Firms including Tianyue Advanced Materials and SICC added wafer capacity and narrowed the quality gap with established Western suppliers, adding to global oversupply pressure that pushed down substrate prices.

Global wafer prices came under sustained pressure
2025Wolfspeed filed for Chapter 11 bankruptcy protection last year

The largest US silicon carbide substrate producer restructured its debt through bankruptcy proceedings after a prolonged slide in its share price, while continuing to operate its plants and supply automotive and industrial customers.

Customers and suppliers were told supply would continue
2025–2026AI data centre operators moved toward 800-volt direct current power built on wide-bandgap devices this year

Rising power demand from AI processors pushed hyperscale operators to explore higher-voltage direct current distribution, an architecture that depends on silicon carbide and gallium nitride switches to cut conversion losses at the scale involved.

2024–2025Novel Crystal Technology progressed gallium oxide substrate development in Japan last year

The Japanese firm continued work on gallium oxide, an ultrawide bandgap material capable of higher breakdown voltages than silicon carbide, as researchers and manufacturers explored its potential for next-generation power devices.

2024–2025STMicroelectronics and Sanan Optoelectronics advanced their joint venture silicon carbide plant in Chongqing last year

The European and Chinese companies progressed construction of an 8-inch silicon carbide device facility in China, a joint venture allowing STMicroelectronics to serve the Chinese market while localising part of its supply chain.

2024–2025Infineon Technologies ramped up its new silicon carbide plant in Kulim, Malaysia last year

The German company brought its Kulim module 2 facility toward volume production, adding substrate and device capacity outside Europe to meet demand from automotive and industrial power electronics customers.

Malaysia gained a larger role in the supply chain
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