Sector Signals
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Sector Signals

Research Notes

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

Power SemiconductorsSustainabilityEV MarketData Center PowerAdvanced PackagingPractical GuideNewsFeaturemanufacturing
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News

Power semis: Infineon expands, onsemi sells fabs

Infineon opened one of the world's largest power semiconductor fabs in Dresden on July 2, 2026, with EUR 5 billion of investment and about 1,000 jobs, while onsemi is selling two fabs under Fab Right. Primary sources show how expansion and asset-light restructuring are diverging.

Power Semiconductorspower semiconductorsInfineon

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

News

Green Hydrogen Cost Trends 2026: Production Cost per kg

Green hydrogen production cost per kg in 2026 still runs 3–4x grey hydrogen. How falling renewables and electrolyzer scale-up are closing the gap.

SustainabilityGreen HydrogenDecarbonization

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

Practical Guide

Scope 3: Category Measurement and Priorities for Makers

The GHG Protocol classifies Scope 3 into 15 categories. When manufacturers disclose their value chain emissions, the categories that should be prioritized depend on their industry and supply chain structure. This article organizes a prioritization approach based on emissions weight and measurement difficulty.

SustainabilityScope 3GHG Protocol