Silicon Carbide (SiC): The Chip Revolution
The semiconductor material enabling 800V architectures.
Eff.
99%
Inverter Efficacy
Heat
-50%
Cooling Needs
Supplier
Wolfspeed
Key Player
Executive Summary
SiC chips can switch faster and handle higher heat than traditional Silicon. They increase EV range by 5-10% and enable smaller, lighter motors.
Why Silicon Failed
At 400V, traditional Silicon (Si) IGBTs work fine. But at 800V, they lose too much energy as heat. Silicon Carbide (SiC) is a harder, more robust material that thrives in high-voltage environments. It allows for smaller cooling systems, saving weight.
The Tesla Pivot
Tesla was the first to mass-adopt SiC in the Model 3 inverter. It gave them a distinct range advantage. Now, the entire industry is scrambling to secure supply from fabs like Wolfspeed and OnSemi.
Supply Chain Bottlenecks
Growing SiC crystals is notoriously difficult and slow (boule growth). Yield rates are low. This makes SiC chips the single most constrained component in the high-performance EV supply chain. EV.NET tracks these lead times.
Own the Digital Infrastructure
As the market for Semiconductors matures, authoritative digital real estate becomes scarce. EV.NET is the category-defining asset for this sector.
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