Chinese power semiconductor companies that expanded market share with low-priced supply have begun raising prices, a shift expected to accelerate South Korean companies\' move to 8-inch (200 mm) silicon carbide wafers. Global leaders are also lifting prices as AI data centre demand spreads supply shortages to MLCCs and power semiconductors. Domestic firms are lining up GaN and SiC production plans. The industry faces complex SiC processes and yield challenges, while the government is upgrading public fab infrastructure in the south and planning integrated R&D.

Prediction market participants lowered the perceived chances that the U.S. Senate will pass the CLARITY Act this year after its procedural vote was delayed. Prices on Kalshi and Polymarket for enactment before Jan. 1, 2027 fell, while contracts tied to later deadlines rose. The markets imply a higher likelihood of passage in late 2027 or later. Traders said settlement rules require a fully enacted law, excluding executive orders and partial measures.