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

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2 results — theme: Data Center Power — tag: onsemi Clear filter

News

onsemi: full-range GaN push

onsemi's GaNEXUS pairs 650V GaN with GlobalFoundries and 40-200V GaN with Innoscience, with H1 2026 samples for AI data-center power.

Data Center Power GaN onsemi

News

AI Data Centers: Recovery Signs in onsemi/Infineon Q1-Q2

Common trends from onsemi Q1 2026 and Infineon Q2 FY2026 earnings. As power demand for AI data centers expands rapidly, automotive applications remain in recovery. A breakdown of the two-axis structural shift that design and procurement teams should understand.

Data Center Power onsemi Infineon