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Silicon carbide wafer market projected to reach $3.65 billion by 2035 driven by 8-inch transition
Thursday, January 8, 2026 at 02:30 PM
The silicon carbide (SiC) wafer market is projected to expand from $1.24 billion in 2025 to $3.65 billion by 2035, with the majority of this growth driven by the transition to 8-inch wafer production.
Context
The silicon carbide (SiC) wafer market is entering a high-growth phase, with projections estimating an increase from $1.24 billion in 2025 to $3.65 billion by 2035. This expansion is primarily catalyzed by the industry-wide transition from 6-inch to 8-inch (200mm) wafers, which nearly doubles the chip yield per wafer and significantly reduces the cost-per-die. This efficiency shift is critical for meeting the surging power requirements of 800V electric vehicle architectures and next-generation AI data center power delivery systems.
Aixtron has solidified its position as a primary beneficiary of this transition, recently reaching a milestone with the shipment of its 100th G10-SiC system. While the company narrowed its 2025 revenue guidance to the €530 million to €565 million range due to temporary market softening in the West, its G10-SiC and G10-AsP platforms remain central to the high-volume ramp-up of 200mm production. Investors are focused on Aixtron’s ability to leverage these technology-of-record tools to capture a disproportionate share of the looming SiC and GaN equipment replacement cycle.
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