Global semiconductor destocking is nearing its end in 2026, yet the chip shortage has not disappeared — it has narrowed from the broad-based scarcity of 2024 into a structural tightness concentrated in advanced-node and automotive-grade devices. Power semiconductors (IGBT, SiC MOSFET, super-junction MOSFET) sit squarely at the core of this structural gap: NEV 800V platform transitions, high-efficiency PV inverter upgrades, and AI-server power-supply demand are simultaneously pulling consumption of automotive and industrial-grade power devices, while original-factory lead times remain volatile.
At the same time, domestic substitution in China has entered its deep-water phase. Power-device manufacturers — StarPower, China Resources Microelectronics (CR Micro), Basic Semiconductor, Silan Micro — are in concentrated capacity-expansion cycles for 2025-2026. The yield-ramp period generates massive volumes of pilot wafers, packaging rejects, and test-fail units. Combined with the "import + domestic" dual-track inventory that OEMs and inverter makers maintain for supply-chain security, power-semiconductor recycling feedstock is seeing a notable surge in H2 2026. The recycling industry is evolving from "waste collection" into a reverse-supply-chain resource-reconfiguration function.
| Category | Representative Part Numbers | Residual-Value Drivers | Key Test Items | Primary Distribution Channels |
|---|---|---|---|---|
| Automotive IGBT Module | Infineon FF600R12ME4 / StarPower STP75NF75 | Long qualification cycle, high replacement cost, automotive premium | Hermeticity, die-bond strength, Vce(sat) uniformity | Auto repair, industrial equipment refurbishment |
| SiC MOSFET | Wolfspeed C3M0065090D / Basic Semi BSM090K12P | 800V NEV platform shift, AI-server PSU demand | Rds(on) temp drift, Qg, package thermal resistance | NEV repair, industrial control upgrade |
| Super-Junction / Planar MOSFET | Infineon IPW65R190C6 / CR Micro CRD080N06B | Industrial control / PV inverter refresh, domestic yield ramp | Id-Vds curve, gate voltage rating, ESD damage | Repair channel, R&D, non-critical industrial use |
| Pilot Wafer / Bare Die | Domestic 6/8-inch SiC, 12-inch Si IGBT Die | Material value (Si/Al/Cu), repairability | Wafer thickness, surface defects, metal-layer integrity | Material recovery, R&D, small-batch validation |
Unlike memory chips (DRAM/NAND) whose value is driven by strong commodity cycles, power-semiconductor residual value hinges on part-number matching and functional integrity. Recyclers need to build the following capabilities:
The convergence of chronic structural chip shortages and accelerated domestic substitution has elevated power-semiconductor recycling from "e-waste" to a strategic resource-circulation function. With palladium, copper, and silicon-based material prices running at elevated levels, plus the qualification barrier that sustains a refurbishment premium on automotive-grade devices, the H2 2026 "residual-value window" for power devices is opening. For buyers, locking in first-hand supply and building precise grading capability is the key to capturing above-market margins.
ChipReclaim (Contact: Mr. Wu, Tel: 188-2424-1693) specializes in the full-chain recycling of power semiconductors and automotive-grade ICs — from wafer-fab / OSAT direct-supply sourcing and functional test grading to compliant redistribution. OEMs, tier-1 suppliers, and system integrators with obsolete or surplus power-device inventory are welcome to connect.