The expansion of AI infrastructure is typically framed in terms of compute and memory. That framing overlooks a constraint that is becoming increasingly difficult to manage: power.
In 2025, the microelectronics industry is witnessing a major shift toward wide‑bandgap (WBG) semiconductors — especially Silicon Carbide (SiC) and Gallium Nitride (GaN) — as demand accelerates for high‑efficiency power devices, EVs, renewable‑energy systems, and high‑frequency telecommunications infrastructure.