GaN-on-Si Traction Inverter: What AVL and VisIC Show
AVL and VisIC report 99.67% efficiency at 10 kHz in GaN-on-silicon traction inverter dyno testing at 400V; what it means for SiC and GaN wafer sourcing.
Mihron Metalyx Blog
Technical analysis on silicon, SiC, and GaN wafers, GaAs and InP substrates, EV power electronics, and Canada’s semiconductor materials supply chain.
Wolfspeed’s $1.5B Pentagon Loan: SiC Supply Impact
A conditional $1.5B Pentagon commitment to Wolfspeed funds SiC capacity but does not allocate wafers to outside buyers; what procurement teams should track and how to dual-source.
200mm vs 150mm SiC Wafers: Is 8-Inch Cheaper per Die?
Moving SiC from 150mm to 200mm gives 1.78x gross wafer area and one report claims ~35% lower cost per chip — what changes on yield and who supplies 200mm.
Gallium Export Curbs: What They Mean for GaN and GaAs Wafer Buyers
China controls 98.9% of primary gallium and prices sit at 9–10x 2023 levels — what that means for GaN epiwafer and GaAs substrate supply through 2030.
Will Silicon Wafer Prices Rise in 2027?
UBS says wafer makers need 40–50% higher prices to add capacity and sees 20%+ annual increases in 2027–2028; what North American buyers should do now.
Why InP Wafer Prices Tripled in 2026, and How North American Photonics Buyers Can Secure Supply
China’s indium export controls and AI optical-interconnect demand pushed six-inch InP wafers up ~250% to about $5,000 — what IQE’s 7 September results signal and how buyers can second-source.
GaAs vs InP: Choosing the Right III-V Substrate
Wavelength, mobility, cost, and applications compared — from RF power amplifiers to 1550 nm fiber optics and AI data-center co-packaged optics.
Canada’s Semiconductor Moment: Why Local Materials Supply Matters for an AI-Capable Canada
FABrIC, CMC Microsystems, ventureLAB, and Canada’s Semiconductor Council are building a domestic chip ecosystem. Here is why local materials distribution is the supply-chain layer Canada still needs.
SiC vs GaN: Choosing the Right Semiconductor Wafers for EV Power Electronics
Compare silicon carbide (SiC) vs gallium nitride (GaN) wafers for EV applications. Learn which material is best for traction inverters, onboard chargers, and DC-DC converters. Includes detailed comparison table and decision framework.
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