China's SiC Shortage Pushes Orders Toward Taiwan 6-inch SiC production is particularly constrained, with some manufacturers operating at full utilization. China's 8-inch capacity expansion remains limited by production yields and customer qualification requirements AI data centers are driving demand for 1,200V power devices as power architectures transition toward 800V systems. China also plans to expand its EV charging network to 28 million facilities by the end of 2027 Taiwanese beneficiaries include Episil (3707.TWO), Foxconn's HYS (parent: Diodes (DIOD), and VIS (5347.TWO). Episil leads in 6-inch production, while VIS is approaching mass production. HYS and Diodes are also expanding into 8-inch SiC Most of China's additional SiC demand is being absorbed domestically, leaving limited capacity for overseas customers