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

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news

Cyient Announces India's First GaN Power ICs

Cyient has unveiled 650V GaN power ICs targeting AI, telecommunications, fast charging, and e-mobility applications. These ICs deliver improved power efficiency and contribute to enhanced performance in next-generation applications.

Power SemiconductorsGaNpower IC

news

SiC Demand at an Inflection Point — How EV Slowdown Has Opened Industrial Market Opportunities

Slower EV demand growth has prompted a downward revision of SiC market forecasts. Meanwhile, demand from industrial equipment, solar, and data centers is expanding faster than expected, and demand diversification is taking hold as a structural shift. We examine the implications for evaluating supplier demand portfolios.

Power SemiconductorsSiCEV

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BYD Semiconductor Expands SiC Mass Production

In 2024, BYD's semiconductor subsidiary, BYD Semiconductor, announced plans to expand its 1200V SiC MOSFET mass production line, thereby increasing the in-house utilization rate for EV inverters. This move signifies more than just vertical integration; it demonstrates the world's largest EV manufacturer's strategic intent to gain control over the upstream of power semiconductor components.

Power SemiconductorsBYDEV

pillar

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

longtail

SiC Inverter for EVs: Loss Calculation and Efficiency Improvement

A 1% increase in conversion efficiency for EV inverters translates to a difference of several kilometers in driving range; when design engineers face the challenge of improving real-world efficiency beyond catalog values, the first question they encounter is "which losses to calculate and how." Without correctly decomposing the loss breakdown, SiC may not yield the expected efficiency improvements.

Power SemiconductorsEVSiC

longtail

SiC vs. GaN for EV Applications: Choosing the Right Material

The adoption of 800V battery systems is accelerating, exemplified by the Porsche Taycan, Hyundai IONIQ 6, and Kia EV6, all of which have transitioned from traditional 400V architectures to double the voltage to shorten charging times and improve driving efficiency, a trend directly impacting power device selection, as evidenced by Si

Power SemiconductorsEVGaN

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STMicroelectronics Ampere SiC Power Modules for EV 2026

STMicroelectronics and Ampere (a distinct EV powertrain design company, not the Arm-based server design firm formerly part of Oracle) are reportedly collaborating on SiC power modules for next-generation EV traction inverters, targeting commercialization in 2026; the announcement's core is simple, yet it implies a significant strategic shift.

Power SemiconductorsAmpereEV

news

STMicroelectronics SiC New Fab: Mass Production Progress

STMicroelectronics aims to capture EV and industrial demand by incrementally expanding its SiC power semiconductor fab in Catania, Italy, a move that, considering the scale and timing of investment and the pressure to monetize its SiC business, signals more than just a capacity increase.

Power SemiconductorsEVSTMicroelectronics