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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

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 Semiconductors IGBT Chinese Semiconductors

News

SiC Market 2026: Demand Shift to Industrial as EV Slows

SiC demand is shifting from EV to industrial, solar, and data centers as EV growth slows. What the structural change means for supplier portfolios.

Power Semiconductors SiC EV