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Research Notes

Sector analysis of market structure, technology shifts, and corporate strategy — grounded in verified facts.

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Feature

Global EV split: China and EU

In 2025, China's NEV share topped 51.6% of new cars and exports rose 90.4% year on year. In the EU, BEV share is rising toward 19.7% in 2026, while duties on Chinese BEVs reach up to 35.3%. This article organizes the bifurcation of the global EV market using primary sources.

EV MarketEV marketChina NEV

Feature

Data centers: energy-system integration

AI data centers are adding onsite generation, BESS, and demand response as grid-only power becomes constrained.

Data Center Powerdata centerenergy storage

Feature

Liquid Cooling and Data-Center Power

As high-density AI racks shift toward liquid cooling, cooling choices reshape power supplies, SiC/GaN devices, Tj margins, and efficiency.

Data Center Powerliquid coolingdata center

Feature

AI data centers: 800V DC power shift

As AI racks head to 1MW, NVIDIA's 800V DC shift can improve efficiency up to 5%, while raising insulation and DC protection hurdles.

Data Center Powerdata center800VDC

Feature

Data centers: transformer and grid bottlenecks

AI data-center bottlenecks are moving to power infrastructure. EPRI projects 9-17% of U.S. electricity by 2030 and up to 10 years to energization.

Data Center Powerdata centergrid

Feature

ESG Acronyms: Quick Guide

A practical guide to 55 sustainability acronyms, including CBAM, SSBJ, TCFD, TNFD, and ESRS, organized across eight areas with formal names, legal status, timing, and manufacturing impact.

SustainabilitySustainabilityESG

Feature

IGBT vs SiC MOSFET: How They Differ and Which to Choose

How do IGBTs and SiC MOSFETs differ, and which should you choose for a given application? This guide covers device structure (bipolar vs. unipolar), conduction and switching losses, voltage and frequency ranges, cost, and application-by-application selection across EV, industrial, solar, and data center power.

Power SemiconductorsIGBTSiC MOSFET

Feature

Global EV Sales 2026: A Bifurcating Market

Global electric car sales topped 17 million in 2024, up 25% year-on-year, with a new-car share above 20%. But the growth is uneven: China exceeded 11 million and emerging markets grew about 40%, while Europe flatlined. We read the bifurcation behind the impairments and target cuts using primary data.

EV MarketEV MarketElectric Vehicles

Feature

CBAM Guide: Scope and Certificates

CBAM entered full application in January 2026 for steel, aluminum, fertilizers, cement, hydrogen, and electricity. This guide covers authorized declarants, EU ETS-linked certificates, the 50t de minimis exemption, the first annual declaration deadline on September 30, 2027, certificate sales from February 2027, Omnibus simplification, late-2025 implementing rules, and third-country carbon price deductions.

SustainabilityCBAMCarbon Border Adjustment Mechanism

Feature

CSRD & CSDDD 2026: Scope, Supply-Chain Duties & Actions

CSRD and CSDDD 2026: revised scope after Omnibus I, cascading supply-chain duties, and practical steps to comply.

SustainabilityCSRDCSDDD

Feature

Power Devices: Technology Outlook Beyond SiC and GaN

As SiC and GaN become mainstream for industrial and automotive power semiconductors, three next-generation candidates — Ga₂O₃ (gallium oxide), GaN-on-GaN (native substrate), and diamond semiconductors — are at the forefront of R&D. This article maps the technology maturity, mass-production timelines, and business impact of each material, and outlines the steps designers and procurement managers should take today.

Power SemiconductorsGaNSiC

Feature

BRSR Core Guide: ESG Disclosure and Procurement for India

BRSR Core's phased rollout expands to the top 1,000 listed companies in FY26-27. Procurement professionals need to understand what disclosures Indian listed mid-caps are required to make — and what they are actually preparing. This article outlines the framework structure and real-world corporate responses.

SustainabilityBRSRIndia

Feature

China IGBT Market: Self-Sufficiency Reshapes Supply

Chinese IGBT makers — BYD, Starpower, CRRC Times — are raising self-sufficiency and going global, reshaping competition with EU and Japanese suppliers.

Power SemiconductorsIGBTChinese Semiconductors

Feature

How to Calculate PCF: A Practical LCA Guide (ISO 14067)

How to calculate a Product Carbon Footprint (PCF): mapping ISO 14067 and the GHG Protocol Product Standard, setting boundaries, priorities, and pitfalls.

SustainabilityPCFLCA

Feature

SSBJ Disclosure: Japan Mandate Prep Overview

SSBJ standards were finalized in March 2025; the February 2026 Cabinet Office Ordinance confirmed FY2027 mandatory rollout for Prime firms over JPY3tn.

SustainabilitySSBJESG disclosure

Feature

AI Data Centers: High-Density Power Design for 100kW Racks

Power consumption for a single rack of servers running GPT-4 has surged from an average of 10-15kW in 2020 to over 100kW for racks equipped with the latest AI accelerators, with NVIDIA H100-dense racks approaching 70kW individually, and further increases anticipated with the next-generation Blackwell architecture.

Data Center PowerAI serverdata center

Feature

EV Power Semiconductor Application Selection Matrix

The cost of SiC power modules per inverter is 2 to 3 times higher than traditional Si-based modules, yet EV manufacturers are accelerating their transition to SiC because the increased efficiency and reduced size of the overall system offset this higher component cost; however, it is not simply a matter of "using SiC," as EV power conversion systems are divided into multiple applications, each with its own...

Power SemiconductorsEVpower module

Feature

Are IGBTs Still Relevant in the Age of SiC and GaN Silicon?

The long-heralded transition of power in the power conversion market is underway, with the SiC power device global market projected for rapid expansion towards the 2030s, and GaN adoption broadening from home appliances to data center power supplies. This raises the question about Silicon IGBTs...

Power SemiconductorsIGBTSiC

Feature

Power Semiconductor Market Restructuring Map 2026

While the SiC power semiconductor market is projected to reach approximately $3 billion in 2025 and exceed $10 billion by 2030 according to multiple research firms, the current industry focus has shifted from "growth" to "realignment," with the question now being less about who will capture the market and more about who will survive.

Power SemiconductorsGaNSiC

Feature

Foundations for Power Semiconductor Supplier Evaluation

A design team preparing for high-volume production of EV inverters faced an initial hurdle in selecting SiC MOSFET suppliers: "We don't know which datasheets to compare." Simply juxtaposing spec sheets proved insufficient as measurement conditions altered the meaning of figures, and reliability data was presented in inconsistent formats across different companies.

Power SemiconductorsSiCproduction

Feature

Power Semi Majors: Investment Strategies for SiC, GaN, IGBT

As multiple demand waves surge simultaneously—including the shift in EV inverter dominance, pressure for higher efficiency in industrial equipment, and soaring power density in data centers—major semiconductor manufacturers face critical choices regarding where to invest, defend, and divest among SiC, GaN, and IGBT technologies.

Power SemiconductorsGaNIGBT

Feature

SiC and GaN Business Opportunities: Evaluation Criteria

SiC or GaN: The next-generation power semiconductor question, while frequently asked in the industry, is somewhat simplistic; though both are wide bandgap semiconductors, SiC and GaN differ in their optimal voltage ranges, switching domains, and cost structures, meaning the answer depends on the application, voltage range, and timeframe under consideration, rather than a simple 'which is superior' approach.

Power SemiconductorsGaNSiC