Digitimes October 8, 2026 By Scarlett Yu neutral

AI demand drives Episil SiC V-shaped recovery as GaN and TVS capacity reaches full utilization

AI / LLMSemiconductorsSupply Chain

Episil Technologies Chairman Rex Hsu said overall demand has gradually recovered following an industry downturn, with silicon carbide (SiC) capacity utilization rebounding sharply from approximately 30% in the first half of 2026 to around 90% currently. Meanwhile, production capacity for gallium nitride (GaN) and silicon-based transient voltage suppressor (TVS) diodes has reached full utilization.

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AI demand drives Episil SiC V-shaped recovery as GaN and TVS capacity reaches full utilization

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