Top 10 major power semiconductors (including next-generation SiC, GaN, etc.) related stocks / Mitsubishi Electric, Fuji Electric, ROHM, Sanken Electric, etc.

AIWith accelerating demand for data centers and ongoing restructuring (e.g., discussions to combine ROHM, Toshiba, and Mitsubishi Electric), medium- to long-term attention on power semiconductors is rising again.

 

Power semiconductors (SiC・GaN and other next-generation developments) related main10brands are listed below. The focus is on device manufacturers, materials, and related companies.

 

Mitsubishi Electric(6503): One of the leading domestic power semiconductor companies.SiC modules are a strength, with track records in inverters, industrial equipment,EV applications. Actively investing in facilities.

 

Fuji Electric(6504): One of the core power semiconductor businesses.SiC devices central, strengthening for renewable energy, industrial equipment, and automotive sectors.

 

Rohm(6963):SiCEcoGaN（GaN） series also expanded, focusing on automotive, industrial,AI server power supplies.

 

Sanken Electric(6707): Independent power semiconductor manufacturer.GaN power semiconductors are a leading company. epitaxy technology strengthened (including acquisitions and mergers) to push development of high-voltage products.

 

Renesas Electronics(6723): Focused on analog and power products.GaNAI servers,EV charging).

 

Shin-Etsu Chemical(4063): Major semiconductor materials company.GaN substrates and related developments contribute to power semiconductor performance. World-top silicon wafers.

 

Resonac Holdings(4004)：SiC power semiconductor epitaxial wafers and materials strengths. Involvement in new material development, including projects with NEDO.

 

Sumitomo Electric Industries(5802)：SiC wafer mass production technology advantages. Supports power semiconductors through material supply to Rohm and others.

 

Toyoda Gosei(7282)：GaN

 

Denso(6902): A major automotive power semiconductor supplier within the Toyota Group.SiC device supply is abundant, with strengthening in-house production systems.