Power Electronics —Devices, Materials, and StrategicControl

Power electronics have quietly shifted from background utility to strategic control layer in the high‑tech economy, determining how fast, how efficiently, and where electrified growth can truly scale. As SiC and GaN devices spread from EV inverters to data centers and renewable systems, control over materials, substrates, packaging, and export policy is becoming as consequential as control over compute. This report explains how upstream refining, substrate capacity, packaging, and qualification have turned power semiconductors into geopolitical chokepoints – and why the next industrial era will be shaped by the countries and firms that can coordinate this full stack