Wolfspeed, STMicro, On Semiconductor 주가가 NVIDIA의 Vera Rubin 아키텍처 출시로 인한 고급 전력 관리 반도체 수요 증가에 힘쳐 급등했다.
The AI infrastructure buildout has shifted into a new gear, and the manufacturers of essential power semiconductors are capturing the upside. Wolfspeed, STMicroelectronics, and onsemi all surged on Monday following signals from Nvidia’s Vera Rubin platform ramp that point to a fresh wave of demand for advanced power chips.
Vera Rubin, Nvidia’s successor to the Blackwell architecture, officially entered full production ramp on May 31. The platform pairs Rubin GPUs fabricated on TSMC’s 3nm process with Vera CPUs, targeting AI supercomputers that require power delivery systems far exceeding the capabilities of conventional silicon.
**Why Power Semiconductors Are the Real Story**
Silicon carbide (SiC) devices convert power more efficiently than traditional silicon, generating less heat and minimizing energy waste. Nvidia’s Vera Rubin platform incorporates an 800VDC power architecture designed for AI-scale deployments. This specification alone marks a decisive shift toward higher-power-density solutions in data centers, directly benefiting manufacturers of wide-bandgap power electronics.
Wolfspeed, STMicroelectronics, and onsemi are among the most prominent players in this segment. Each company produces SiC wafers, discrete devices, or modules integral to the high-efficiency power systems required by next-generation AI infrastructure.
**Wolfspeed’s Second Act**
Wolfspeed’s recent rally carries additional narrative weight. The Durham, North Carolina-based manufacturer emerged from Chapter 11 restructuring in September 2025 following a period that severely tested investor patience. The company had previously committed heavily to expanding SiC capacity for electric vehicles, only to see EV adoption timelines extend and cash reserves dwindle.
Emerging from bankruptcy with a streamlined balance sheet, Wolfspeed has pivoted to capture SiC demand from AI data centers alongside its automotive business. STMicroelectronics and onsemi, by contrast, did not require restructuring to remain competitive. Both firms have consistently expanded SiC manufacturing capacity over recent years, with STMicroelectronics operating one of Europe’s largest SiC fabrication plants and onsemi scaling production across facilities in the United States and South Korea.
**The Vera Rubin Supply Chain Effect**
Nvidia provided further details regarding Vera Rubin’s system partners during the ISC High Performance conference in June 2026. These disclosures appear to have intensified buying interest in power semiconductor equities as investors identified key suppliers within the platform’s ecosystem.
The NVL72, a high-performance computing configuration within the Vera Rubin architecture, exemplifies the densely packed, power-intensive systems that make SiC adoption practically mandatory.
Risks remain equally apparent. SiC manufacturing continues to be capital-intensive and technically complex. Wolfspeed’s bankruptcy underscored the dangers of overbuilding capacity ahead of confirmed demand. Furthermore, competitive pressures in the SiC market are escalating, as Chinese manufacturers accelerate domestic production and threaten to compress margins for Western suppliers in the long term.
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