AI Hardware & Semiconductors
onsemi Bet on Growing Its Own Silicon Carbide Crystals in 2021. In 2026, That Decision Is the Whole Company's Advantage.
A 30% conduction-loss reduction, an 80% jump in chips per wafer from a 150mm-to-200mm transition, and a slowdown in SiC demand hitting at the same time — onsemi's 2026 is a case study in a right bet, badly timed.