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Sector Signals

Research Notes

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

Power SemiconductorsSustainabilitylongtailnewspillarPower Semiconductors
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Rohm's SiC Business: A Look at the 158.4 Billion Yen Loss - Excess Inventory, Denso Partnership, and Merger Talks with Toshiba Mitsubishi-Electric

ROHM recorded an impairment loss of ¥193.6 billion in its power semiconductor business for the fiscal year ending March 2025, resulting in a net loss of ¥158.4 billion, primarily due to impairments on fixed assets in the SiC business.

Power SemiconductorsPower SemiconductorsSiC

news

Data Center Power Demand and Power Device Trends — Key Issues for 2026

Power consumption at data centers is surging on the back of generative AI investment. As efficiency requirements tighten, SiC- and GaN-based UPS and PSU designs are becoming mainstream. This article examines the evolving demand for power devices in power infrastructure and the implications for procurement.

Power SemiconductorsData CenterPower Semiconductors

pillar

GaN-on-Si and the Next Decade of Industrial Power Electronics

GaN-on-Si is displacing silicon in low-to-mid voltage applications below 650V. Having gained an early foothold in EV on-board chargers, this technology is now extending its reach into industrial motor control, telecom power supplies, and industrial UPS. This article examines adoption trends by application and the key procurement considerations.

Power SemiconductorsGaNPower Semiconductors