Japan Market Review Flags AI Data Centers as a Demand Driver for SiC and GaN Power Semiconductors
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A Japanese market review from S1 identifies the expansion of AI infrastructure and data centers as an emerging source of demand for silicon-carbide (SiC) and gallium-nitride (GaN) power semiconductors. The review points to their potential use in data-center power supplies, UPS systems, voltage conversion and related electrical infrastructure, rather than reporting a specific deployment or supply contract.
- S1 identifies AI data centers as an emerging demand driver for SiC and GaN power semiconductors in Japan.
- Potential data-center applications include power supplies, UPS systems, voltage conversion and other electrical infrastructure.
- GaN is positioned for compact, high-frequency power conversion in server and data-center power systems.
- S1 cites a 23.1% global SiC/GaN market CAGR for 2025–2035 and a US$11.8 billion market forecast for 2035.
- Referenced semiconductor investment plans should not be interpreted as data-center projects or deployed data-center capacity.
S1’s market review positions AI data centers among the newer demand drivers for SiC and GaN power semiconductors in Japan, alongside transport electrification, renewable energy and industrial automation. It links the opportunity to the growing need for efficient power conversion from the grid through to servers and processors.
For data-center infrastructure, the review identifies potential applications in power-supply units, UPS systems, voltage-conversion equipment and other electrical infrastructure. GaN is specifically positioned for high-frequency, compact power-conversion systems, including data-center power supplies and server infrastructure. These are potential use cases rather than evidence of installed equipment, customer wins or deliveries to particular data centers.
S1 cites a forecast for the global SiC and GaN power-semiconductor market to grow at a 23.1% CAGR between 2025 and 2035, reaching US$11.8 billion by the end of 2035. The same review values the market at US$1.6 billion in 2025. These figures should be treated as market estimates cited in the review, rather than independently verified demand forecasts.
The review also notes a power-semiconductor investment programme involving ROHM and a Toshiba-affiliated company that was approved by Japan’s Ministry of Economy, Trade and Industry in 2023, with subsidies of up to JPY129.4 billion. Separately cited plans by Kioxia and SanDisk, and by TSMC and Sony in Kumamoto, concern Japan’s wider semiconductor ecosystem; they are not data-center investments, data-center capacity additions or confirmed data-center CAPEX.
For data-center operators and power-equipment suppliers, the signal is directional: as AI infrastructure expands, suppliers of SiC- and GaN-based components for efficient power supplies, UPS platforms and converters could see a broader addressable market. However, the review does not establish that such solutions have been deployed at specific Japanese data centers.
Rising AI loads are increasing requirements for power-conversion efficiency and power density across data-center electrical systems. SiC and particularly GaN components could gain relevance in compact, high-frequency power supplies, UPS equipment and converters, although the material does not confirm deployments in any specific facility.
- — / 10 сентября 2026 г. · ЯпонскийПервоисточник →
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