A new medium-voltage SiC MOSFET entrant shows up with 3.3 kV and 1.7 kV parts - but it's private
The Opportunity
NoMIS Power is being described as introducing medium-voltage SiC MOSFETs in 3.3 kV and 1.7 kV classes, with concrete part numbers and sampling availability - the kind of operational detail that usually indicates a real product cadence rather than pure rumour. The directional call is LONG 56% because credible MV SiC devices expand the feasible BOM set for converters (HVDC, BESS, renewables, traction auxiliaries) and can pull forward evaluation cycles; if the company is real and wins even a few design-ins, the economic mechanism is upside. The edge is intact because investor-channel propagation is near-zero: it is basically trade/issuer coverage, not an equity narrative yet.
The Timing
Freshness is strong (88) with no staleness flags, but the macro backdrop is Bearish 72, which makes all long-duration, adoption-cycle longs harder to monetise quickly. The gating item is not timing but tradability: upstream diligence flags this as a private-company footprint, and the feed provides no ticker or proxy basket. What would convert this to INVESTIGATE/TRADE is either a confirmed public listing, a tradeable peer/proxy explicitly mapped upstream, or third-party distribution evidence (distributor listings with lead-times, or named customer qualification). What would weaken the thesis is any sign this is a marketing-led sampling push with no path to volume shipment milestones.
The Evidence
The hydrated evidence is a trade write-up at powerelectronicsnews.com detailing the devices, positioning, and sampling framing. Upstream practitioner scanning finds only one practitioner-adjacent mention and no institutional/retail footprint, which is consistent with the contained edge but also means independent confirmation is thin. 7.2 synthesis adds issuer artefacts (press release wire and product pages) as colour, but does not surface named customers. Net: the LONG mechanism is plausible, but absent an instrument, the correct action remains AVOID.