Similar to what we heard from $Aehr Test(AEHR.US) last week, this article from @EDM_eng highlights the shift in the #SiC market landscape.
Once a magic bullet for #EV adoption, "with its ability to handle high power and high temperatures with minimal energy loss", #SiC is now viewed as an "ideal candidate for power conversion in servers, power supplies, and cooling systems within these massive data centers".#AI Data Centers are "incredibly power-hungry, and optimizing energy efficiency is crucial for both operational costs and environmental impact. This is where SiC steps in".The question remains: Can the volumes for AI data centers compete with the potential previously seen in EVs? Or do they have to? Maybe we are seeing a dual engine growth story?Source: Chips & Wafers
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