Sector Signals

Research Notes

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

Power Semiconductors Sustainability EV Market Data Center Power Advanced PackagingPractical Guide News Feature

Paid Reports →

82 results — theme: Power Semiconductors Clear filter

News

DG Matrix Doubles SST Output to 400 kW

On September 24, 2026, DG Matrix said ST SiC devices doubled its Interport multi-port solid-state transformer from 200 kW to 400 kW in essentially the same power module footprint, at above 98.5% efficiency.

Power Semiconductors DG Matrix STMicroelectronics

News

onsemi EPP Claims 3–5x Power Density

onsemi's Embedded Power Platform, launched September 16, 2026, uses the silicon wafer as the package substrate and claims 3-5x power density.

Power Semiconductors onsemi packaging

News

Resonac Grows 300mm SiC Single Crystal

Resonac says it grew and processed 300mm SiC single crystals on September 15, 2026, while 150mm remains its mainstay and 200mm shipments have just begun.

Power Semiconductors SiC Resonac

News

Navitas Ships First US-Made Gen 5 GaNFast

Navitas ships Gen-5 GaNFast from GlobalFoundries' Vermont fab in September 2026 on a 200mm GaN-on-Si line, ten months after their 2025 partnership.

Power Semiconductors Navitas GlobalFoundries

News

Infineon Strengthens Vertical Power With C2i

Infineon announced the acquisition of C2i Semiconductors on August 24, 2026, adding substrate-integrated voltage regulators to its grid-to-core strategy.

Power Semiconductors Infineon AI data center

News

Innoscience: All-GaN 140W and 1kW AC-DC Designs

Innoscience launched All-GaN AC-DC reference designs on June 29, 2026: 140W at 96.21% and 31.86W/in3, and 1kW at 97.1% and 60.6W/in3.

Power Semiconductors GaN AC-DC

News

Power Integrations Hits Industry-First 2200V GaN

Power Integrations announced the first 2200V-rated PowiGaN on August 5, 2026, for 1500V data-center distribution, EV auxiliaries and solar inverters.

Power Semiconductors GaN PowiGaN

News

Nextpower Completes Zigor Power Deal

Nextpower closed its acquisition of Zigor's power-conversion business and Apex Power assets on July 30, 2026, targeting over 10GW online within 12 months.

Power Semiconductors Nextpower Zigor

News

RIR Power's India-First SiC Vertical Push

RIR Power Electronics, India's first vertically integrated SiC maker: an INR 6.18B Odisha campus, an NSE listing in July 2026, and FY2027 mass production.

Power Semiconductors RIR Power Electronics SiC

News

Navitas and Magnachip: 3300V SiC licensing

Navitas licenses GeneSiC Gen4/Gen5 (1200V, 2300V and above 3300V) to Magnachip for localisation in Korea, targeting grid, industrial and storage over EVs.

Power Semiconductors Navitas Magnachip

News

STMicroelectronics Q2 2026: double-digit SiC growth and DC upside

STMicro Q2 2026: revenue $3.49B (+26% YoY) at 34.8% gross margin, double-digit SiC growth expected, and AI data-center targets raised above $1B for 2026.

Power Semiconductors STMicroelectronics SiC

News

GaN patent war: Infineon ITC win and Wolfspeed suit

Infineon won a final US ITC ban on Innoscience GaN imports and Wolfspeed sued Navitas: GaN patent fights have become a procurement risk.

Power Semiconductors GaN power semiconductors

News

SiC solid-state transformers: AIDC deployment begins

SiC solid-state transformers go commercial: Weiguang has shipped 100+ SSTs with 40GW booked, Delta packs MW-class into 1m2, and Eaton offers a 2.5MW MV SST.

Power Semiconductors SiC solid-state transformer

News

SiC investment: EU approves EUR 659M, China raises capital

The European Commission approved EUR 659M for four German chip sites on July 14, 2026, including EUR 353M for Element 3-5's SiC epitaxial wafers.

Power Semiconductors SiC EU Chips Act

News

India Semiconductor: CG Semi Starts OSAT Production

CG Semi started commercial OSAT production in Sanand, Gujarat on July 4, 2026, with capacity up to 300 million units a year and INR 76B planned over five years.

Power Semiconductors power semiconductors India

News

Power semis: Infineon expands, onsemi sells fabs

Infineon opened one of the world's largest power fabs in Dresden on July 2, 2026 with EUR 5B, while onsemi sells two fabs: expansion versus asset-light.

Power Semiconductors power semiconductors Infineon

News

SiC/GaN 2026: China OEM demand

onsemi supplies EliteSiC for NIO's 900V platform and Geely's SEP system and partners with Innoscience on GaN, while Toshiba and ROHM add drivers and packages.

Power Semiconductors power semiconductors SiC

Practical Guide

Practical Guide to Power Semiconductors for Grid Stabilization: STATCOM, HVDC, FACTS

Power semiconductors for STATCOM and HVDC: Mitsubishi Electric's +/-450MVAr record, Infineon's 4500V IGBT modules, LCC vs VSC, and procurement points.

Power Semiconductors STATCOM HVDC

Practical Guide

Practical Guide to Power Semiconductors for Water Electrolysis: Green Hydrogen and SiC/IGBT

Power electronics for water electrolysis: MW-class SiC adoption, grid code compliance, onsemi and Infineon PFC/DC-DC options, and CAPEX/OPEX trade-offs.

Power Semiconductors Green Hydrogen Water Electrolysis

Practical Guide

EV Charging Semis: OBC and DC Fast Charging

SiC/GaN adoption is accelerating for OBCs and DC fast charging. Covers 30% loss cuts, 50% density gains, 800V migration, V2X, and ASIL-D safety.

Power Semiconductors OBC EV charging

News

Wolfspeed: Gen 5 SiC Cuts Specific On-Resistance up to 27%

Wolfspeed's Gen-5 SiC cuts specific on-resistance by up to 27% versus rival 1200V parts, spanning 1200V and 750V on a production-ready 200mm platform.

Power Semiconductors Wolfspeed SiC MOSFET

Practical Guide

AQG 324 Automotive Qualification Guide

AQG 324 test requirements for humidity, power cycling, thermal shock and vibration, plus SiC MOSFET qualification hurdles and OEM demands.

Power Semiconductors AQG324 Automotive Power Module

Feature

IGBT vs SiC MOSFET: How They Differ and Which to Choose

IGBT vs SiC MOSFET: device structure, conduction and switching losses, voltage and frequency ranges, cost, and how to choose per application.

Power Semiconductors IGBT SiC MOSFET

News

India Semiconductor: OSAT and Design Onshore

Tata is building India's first assembly and test plant, TSAT, in Jagiroad, Assam for more than $3 billion, aiming for up to 48 million chips a day.

Power Semiconductors India Semiconductor OSAT

News

ASE 310mm PLP Line: Industry First for AI Chips

ASE developed the industry-first automated 310mm PLP line for AI/HPC chips, with 96,100mm² usable area and production starting 1H 2027.

Power Semiconductors ASE Panel-Level Packaging

News

Entegris/Inpria: EUV MOR Resist Cross-License

Entegris and JSR's Inpria cross-license EUV metal-oxide resist patents covering formulation, precursor synthesis and filtration, ending IPR2025-00267.

Power Semiconductors Entegris JSR

News

TDK: micro POL 'FS3303' Enters Mass Production

TDK began volume production of the FS3303 micro POL module on May 19, 2026: 2.5x2.5mm, 1.2mm high, 3A output and about 95% peak efficiency.

Power Semiconductors TDK micro POL

News

Microchip: 3.3kV SiC Module HV-D3 Announced

Microchip's 3.3kV HV-D3 mSiC module with 6kV isolation halves series devices for 13.8kV and 34.5kV grid ties, covering 100-300A for data-center SSTs.

Power Semiconductors Microchip SiC

News

AIXTRON: FY2026 Guidance Raised on 30% Order Growth

AIXTRON Q1 2026: order intake of about EUR 171M (+30% YoY) on data-center optics demand, with FY2026 revenue guidance raised to about EUR 560M.

Power Semiconductors AIXTRON MOCVD

News

Toshiba: 1200V SiC MOSFET TW007D120E with Enhanced FOM

Toshiba began sampling the 1200V trench-gate SiC MOSFET TW007D120E on May 20, 2026, improving Rds(on) x Qgd by about 52% over current products.

Power Semiconductors Toshiba SiC MOSFET

News

Mitsubishi: 1200V NX IGBT Sample Cuts Loss by 19%

Mitsubishi Electric began sampling 8th-generation NX 1200V IGBT modules in May 2026, cutting power loss by up to 19%, for inverters, UPS and solar.

Power Semiconductors Mitsubishi Electric IGBT

Practical Guide

China IGBT Market: Is 30% Cheaper Worth It on TCO?

Is Chinese IGBT's 30%-lower price real competitiveness or a temporary offensive? We weigh the full TCO — AEC-Q101 cost, redesign hours, and supply risk.

Power Semiconductors IGBT Chinese Semiconductors

News

Rohm: 750V SiC MOSFET SCT4013DLL Replaces IGBT in BBUs

ROHM's TOLL-package 750V SiC MOSFET SCT4013DLL, in volume since September 2025, is gaining traction in battery backup units for AI servers.

Power Semiconductors ROHM SiC MOSFET

Practical Guide

SiC Modules: Practical Thermal Design and TIM Selection

SiC power module thermal design: why TIM resistance dominates, liquid-cooling flow-rate examples, top-side vs double-sided packages, and power-cycle tests.

Power Semiconductors SiC Thermal Design

Practical Guide

IGBT to SiC MOSFET: Evaluating TCO and Miniaturization

When to switch from IGBT to SiC: not device price, but how smaller cooling and passives change system BOM cost, plus hybrid SiC as a middle step.

Power Semiconductors IGBT SiC

News

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

Why Infineon raised full-year guidance at its FY2026 Q2 results, and what an upward revision signals to the rest of the supply chain.

Power Semiconductors Infineon GaN

Practical Guide

Power Devices: Technology Outlook Beyond SiC and GaN

After SiC and GaN: gallium oxide, GaN-on-GaN and diamond compared on maturity, production timing, and what designers and buyers should do now.

Power Semiconductors GaN SiC

Practical Guide

SiC Suppliers: Alternative Sources to Reduce Wolfspeed Use

SiC alternatives to Wolfspeed compared: Infineon CoolSiC, onsemi EliteSiC, ROHM, Mitsubishi Electric, Fuji Electric and Chinese makers, for multi-sourcing.

Power Semiconductors SiC Wolfspeed

News

Doosan Acquires SK Siltron: SiC Wafer Supply Shift 2026

Doosan acquires 100% of SK Siltron for ~5 trillion KRW. We assess the SiC wafer vertical-integration play despite a 414bn KRW impairment and covenant risk.

Power Semiconductors SiC SiC wafer

News

India Semis: Tata-ASML Partnership and First Fab Launch

Tata Electronics and ASML signed an MOU in May 2026, moving India's first advanced fab, the $11 billion Dholera project, from vision to execution.

Power Semiconductors India semiconductor fab

News

Cyient Announces India's First GaN Power ICs

Cyient unveiled 650V GaN power ICs for AI, telecom, fast charging and e-mobility, aimed at higher conversion efficiency in next-generation designs.

Power Semiconductors GaN power IC

News

GaN Market: Navitas Earnings and India Mass Production

Navitas Semiconductor's Q1 2026 earnings beat expectations, driving a surge in its stock price, underscoring the market success of its GaN technology.

Power Semiconductors GaN Financial Results

News

Rohm: ¥158.4B SiC Impairment Loss and Industry Reform

ROHM booked a JPY 193.6 billion impairment in power semiconductors for FY ending March 2025, mainly on SiC fixed assets, for a JPY 158.4 billion net loss.

Power Semiconductors Power Semiconductors SiC

Practical Guide

European OEMs: SiC Procurement Shift

VW, BMW, and Stellantis are redesigning SiC procurement. This article maps integration, long-term contracts, diversified sourcing, and Tier 1 impacts.

Power Semiconductors SiC European OEM

Practical Guide

GaN-on-Si: The Next Decade of Industrial Power Electronics

GaN-on-Si is displacing silicon below 650V, moving from EV on-board chargers into industrial motor control, telecom power and UPS. Adoption by application.

Power Semiconductors GaN Power Semiconductors

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

Practical Guide

Power Modules: Comparing Tier 1 Supplier Competitiveness

Six power-module suppliers compared, Infineon, onsemi, STMicro, Mitsubishi Electric, Fuji Electric and ROHM, on lineup, SiC capability, capacity and price.

Power Semiconductors Power Modules Supplier Comparison

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

Practical Guide

SiC Modules: Next-Gen Packaging and Thermal Design Trends

SiC module performance is limited by packaging: gel to epoxy and ceramic encapsulation, and the double-sided cooling structures that decide the next generation.

Power Semiconductors SiC Power Module

Practical Guide

Solar Inverter Power Devices: Si IGBT vs SiC vs GaN

How solar PCS choose between Si IGBT, SiC MOSFET, and GaN-on-Si by application and output scale — selection criteria and supplier positioning.

Power Semiconductors Solar Power Power Conditioning System

News

Wide Bandgap Cost Roadmap: 8-inch SiC & GaN-on-Si (2026)

8-inch SiC wafers and GaN-on-Si epitaxy are reshaping wide-bandgap cost curves. When the gap versus silicon narrows, and the key cost-down factors.

Power Semiconductors SiC GaN

Practical Guide

AI Server Power Supplies: GaN Adoption Criteria

Choosing GaN for AI server power supplies: where it beats SiC and Si on switching frequency, power density and thermal design, and where it does not.

Power Semiconductors AI server GaN

News

BYD Expands 1200V SiC Output for In-House EV Inverters

BYD Semiconductor is scaling 1200V SiC MOSFET output for its own EV inverters — the world's largest EV maker moving upstream into power semiconductors.

Power Semiconductors BYD EV

Practical Guide

Chinese SiC Manufacturers: Selection Criteria

Adopting Chinese SiC suppliers: what to verify and how, rather than deciding on country of origin or price alone. Quality, qualification and supply criteria.

Power Semiconductors China SiC

Practical Guide

EV Power Semiconductor Application Selection Matrix

SiC modules cost 2-3x silicon per inverter, yet EV makers keep switching. Which EV power conversion applications justify SiC, and which do not.

Power Semiconductors EV power module

Practical Guide

EV SiC Inverters: Loss Calculation and Range Improvement

One point of EV inverter efficiency is worth several kilometres of range. How to decompose the loss breakdown before expecting SiC to deliver gains.

Power Semiconductors EV SiC

Practical Guide

SiC vs. GaN for EV Applications: Choosing the Right Material

800V EV platforms such as Taycan, IONIQ 6 and EV6 change device selection. Where SiC and GaN each fit across traction, on-board charging and auxiliaries.

Power Semiconductors EV GaN

News

Fuji Electric Unveils Next-Generation IGBT

Fuji Electric's 8th-generation IGBT claims large gains in both switching loss and on-voltage for EV inverters, just as silicon IGBT was being written off.

Power Semiconductors IGBT 富士電機

Practical Guide

GaN Power Semis: Miniaturization and Efficiency Benefits

Silicon MOSFETs stall at tens of kHz while GaN switches into the MHz range, shrinking inductors and capacitors. What that changes in converter design.

Power Semiconductors GaN power semiconductor

Practical Guide

Are IGBTs Still Relevant in the Age of SiC and GaN Silicon?

SiC is scaling toward the 2030s and GaN is spreading into data-center power. So where does silicon IGBT still win, and for how long?

Power Semiconductors IGBT SiC

Practical Guide

Industrial Inverters: SiC MOSFET Reliability Evaluation

For industrial inverters the decisive SiC question is not loss or switching speed but short-circuit withstand, because duty differs from EV use.

Power Semiconductors SiC industrial

News

Infineon CoolSiC Product Lineup Updates

Infineon's CoolSiC update should be read through voltage coverage, gate structure, short-circuit margin, and driver fit.

Power Semiconductors Infineon SiC

News

Infineon-SK Siltron SiC Wafer Deal Cuts Risk

Infineon signed a multi-year SiC wafer deal with SK Siltron in 2025, securing supply as the SiC wafer chain shifts to long-term contracts.

Power Semiconductors Infineon SK Siltron

News

Japanese Power Semiconductor Trio's Integration Progress

Japan's three-way power semiconductor consolidation has been reported since 2025 with METI backing. What has actually been decided, and what has not.

Power Semiconductors Japan market restructuring

News

Mitsubishi Electric: 8-inch SiC Substrates with Coherent

Mitsubishi Electric and Coherent agreed to jointly develop 8-inch SiC wafers, a shift from the 150mm standard that changes cost per chip.

Power Semiconductors 8-inch SiC Coherent

News

onsemi SiC Business Performance Outlook

onsemi's SiC business faces slower EV electrification in Europe and the US and repeated guidance cuts, yet its SiC investment stance has not changed.

Power Semiconductors SiC onsemi

Practical Guide

Power Semiconductor Market Restructuring Map 2026

SiC is forecast to pass $10 billion by 2030, yet the conversation has moved from growth to realignment: less who wins the market, more who survives.

Power Semiconductors GaN SiC

Practical Guide

Foundations for Power Semiconductor Supplier Evaluation

Comparing SiC MOSFET datasheets is not enough: measurement conditions change what the numbers mean, and reliability data is formatted differently by vendor.

Power Semiconductors SiC production

News

Renesas Acquires Transphorm GaN Business

Renesas agreed to acquire Transphorm, a pioneer of GaN-on-SiC vertical GaN structures, reshaping its power semiconductor portfolio.

Power Semiconductors GaN M&A

News

Renesas: 10-Year SiC Wafer Supply Deal with Wolfspeed

Renesas and Wolfspeed's 10-year SiC wafer agreement shows how supply, wafer quality, and 8-inch migration are becoming strategic assets.

Power Semiconductors Renesas SiC

Practical Guide

Evaluating the Adoption of ROHM's 5th Generation SiC MOSFET

Evaluating ROHM's Gen-5 SiC MOSFET: beyond datasheet specs to protection-circuit compatibility and thermal design, building on Gen-4's low RonA.

Power Semiconductors ROHM SiC

Practical Guide

Power Semi Majors: Investment Strategies for SiC, GaN, IGBT

EV inverters, industrial efficiency and data-center density pull at once. Where the majors invest, defend and divest across SiC, GaN and IGBT.

Power Semiconductors GaN IGBT

Practical Guide

SiC 8-inch Wafer Supply System

SiC wafers are moving from 150mm to 200mm, but a stable supply chain lags the transition. How to judge the pace from design and procurement.

Power Semiconductors 8-inch SiC SiC

Practical Guide

SiC and GaN Business Opportunities: Evaluation Criteria

SiC or GaN is the wrong question alone: they differ in voltage range, switching domain and cost, so the answer depends on application and timing.

Power Semiconductors GaN SiC

Practical Guide

Key Considerations for Selecting SiC Gate Drivers

SiC dies are smaller and denser, so temperature rises far faster in a short circuit than with silicon. What that means for gate driver and protection design.

Power Semiconductors SiC gate driver

Practical Guide

SiC Modules vs. Discrete Components: Selection Criteria

SiC module or discrete is not just a packaging choice: it decides system performance, board area, protection design and procurement flexibility.

Power Semiconductors SiC power module

Practical Guide

SiC Wafer Price Trends and 2026 Outlook

SiC demand grew slower than planned in 2024 and production plans were revised. What that plateau means for wafer prices heading into 2026.

Power Semiconductors SiC SiC wafer

Practical Guide

Navigating SiC Wafer Procurement Risks

SiC wafer supply is the bottleneck after design freeze. Where in the process bottlenecks form, and how to structure procurement risk around them.

Power Semiconductors SiC SiC wafer

News

STMicroelectronics Ampere SiC Power Modules for EV 2026

STMicroelectronics and Ampere are targeting 2026 commercialization of SiC power modules for next-generation EV traction inverters.

Power Semiconductors Ampere EV

News

STMicroelectronics SiC New Fab: Mass Production Progress

STMicroelectronics keeps expanding its SiC fab in Catania. Why the scale and timing of the investment signal more than a simple capacity increase.

Power Semiconductors EV STMicroelectronics

News

Toshiba: Triple-Gate IGBT Reduces Power Loss by 40%

Toshiba's Triple-Gate IGBT claims up to 40% lower loss. In railways and large inverters even 1% changes cooling cost and annual electricity bills.

Power Semiconductors IGBT Toshiba

Practical Guide

Wolfspeed: Changing SiC Procurement Risks Post-Restructure

Wolfspeed after Chapter 11: Mohawk Valley still runs at low-20s utilization, moving SiC sourcing risk from insolvency to utilization dependency.

Power Semiconductors SiC Wolfspeed