Despite short-term pricing pressure in certain segments, the electrification, AI infrastructure expansion and next-generation connectivity trends are reinforcing long-term demand for compound semiconductor materials — including silicon carbide (SiC), gallium nitride (GaN), gallium arsenide (GaAs) and indium phosphide (InP) — according to Yole Group’s latest annual market & technology report ‘Status of the Compound Semiconductor Industry 2026 – Focus on Substrates and Epiwafers’, which highlights sustained structural growth through 2031. The combined compound semiconductor substrate and open epiwafer markets are reckoned to be growing at a compound annual growth rate CAGR of about 14% from 2025 to more than $5bn in 2031...
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