Sector Signals
Research Notes
Sector analysis of market structure, technology shifts, and corporate strategy — grounded in verified facts.
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Five themes we track. Each hub frames the open questions and gathers the related articles.
Power Semiconductors
82 articlesSiC / GaN / IGBT vendor dynamics, supply chain, and procurement risk
LatestDG Matrix Doubles SST Output to 400 kWSustainability
65 articlesDecarbonization, circular economy, and supply chain due diligence
LatestEU Sets €1bn Industrial Heat AuctionEV Market
20 articlesReal-demand transition, market bifurcation, charging/V2G, and battery supply chains
LatestUS Shipper Alliance Orders 2,500 E-TrucksMost read
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- 1800 V DC Racks vs 48 V and 400 V800 V DC server racks compared with in-rack 48 V and +/-400 V: current, conductor losses, power density, OCP direction, and procurement risk.
- 2OCP Data Center Liquid Cooling Standards ExplainedOCP is standardizing data-center liquid cooling - cold plates, CDU, UQD connectors, coolants - with NVIDIA, Meta, Dell, and Intel involved.
- 3OCP Diablo: sidecar power racksOCP's Diablo sidecar power-rack concept moves from in-rack 48V DC to ±400/800V DC to support 100kW to 1MW AI racks.
- 4800VDC Rollout: Vertiv, Foxconn Lead the WayNVIDIA's 800VDC rollout timeline: Vertiv ships products in H2 2026, Foxconn leads deployment at its Kaohsiung K-1 site, and Kyber racks ship in 2027.
- 5Green Hydrogen Cost Trends 2026: Production Cost per kgGreen hydrogen production cost per kg in 2026 still runs 3–4x grey hydrogen. How falling renewables and electrolyzer scale-up are closing the gap.
Data Center Power · News
IEA: 330 GW Fits on Existing Grids
In a September 2026 report, the IEA estimated that dynamic ratings and two other technologies could connect up to 330 GW to existing grids without reinforcement, worth about USD 100bn of expansion. The barriers are regulatory and organisational.
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