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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 PowerPractical GuideNewsFeaturepower semiconductor
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3 results — theme: Power Semiconductors — tag: power semiconductor Clear filter

Practical Guide

IGBT to SiC MOSFET: Evaluating TCO and Miniaturization

The key criterion for deciding to switch from IGBT to SiC is not a device-level cost comparison, but rather how SiC-enabled downsizing of cooling systems and passive components changes the overall system BOM cost and product specifications. This article organizes application-specific decision frameworks and hybrid SiC as an intermediate solution.

Power SemiconductorsIGBTSiC

News

Infineon: FY2026 Q2 Growth Driven by AI, GaN, and SiC

Raising full-year guidance is a decision semiconductor manufacturers handle with care. In an industry repeatedly caught off guard by inventory corrections and demand misreads, an upward revision to the outlook ripples not just through share prices but across the entire supply chain. Here is the context behind Infineon Technologies making that call in its FY2026 Q2 earnings report.

Power SemiconductorsInfineonGaN

Practical Guide

GaN Power Semis: Miniaturization and Efficiency Benefits

If you've ever wrestled with improving power conversion efficiency by a single point in inverter design, the numbers alone tell you what GaN (Gallium Nitride) has changed: while silicon MOSFETs hit a wall at tens of kHz switching frequencies, GaN handles up to several MHz, enabling smaller passive components (inductors, capacitors).

Power SemiconductorsGaNpower semiconductor