Power Semiconductors
ROHM
A Japanese supplier focused on SiC. Fifth-generation SiC MOSFETs, investment burden, the Denso partnership, and consolidation talks are key themes.
Articles
Articles about this company
Rohm: 750V SiC MOSFET SCT4013DLL Replaces IGBT in BBUs
ROHM's TOLL-package 750V SiC MOSFET 'SCT4013DLL', entering mass production in September 2025, is gaining traction in BBU (Battery Backup Unit) applications for AI servers. This article covers the adoption drivers and key specifications.
Rohm: ¥158.4B SiC Impairment Loss and Industry Reform
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.
Evaluating the Adoption of ROHM's 5th Generation SiC MOSFET
As the next generation of SiC MOSFETs emerges, many companies are asking, "We want to evaluate the 5th generation, but where do we start?" Considering Rohm's announced 4th generation features of low on-resistance (RonA) and high short-circuit withstand capability, evaluation of the 5th generation must go beyond device specifications alone, encompassing compatibility with protection circuits and thermal design considerations.
SiC/GaN 2026: China OEM demand
After the impairment cycle, SiC/GaN is shifting on both demand and technology. onsemi is supplying EliteSiC for NIO's 900V move and Geely's SEP system, partnering with Innoscience on GaN, while Toshiba and ROHM add new driver and cooling packages.
SiC Suppliers: Alternative Sources to Reduce Wolfspeed Use
Wolfspeed's bankruptcy and restructuring has highlighted the risks of single-supplier dependency in SiC procurement. This guide compares Infineon CoolSiC, onsemi EliteSiC, ROHM, Mitsubishi Electric, Fuji Electric, and Chinese manufacturers on key characteristics and selection criteria, providing a framework for building a multi-supplier strategy.
RIR Power's India-First SiC Vertical Push
RIR Power Electronics, founded in 1969, rebranded in September 2025 as India's first vertically integrated SiC semiconductor maker. It is building a SiC power campus in Odisha with INR 6.18 billion in investment, listed on the NSE in July 2026, and targets FY2027 mass production.
Navitas and Magnachip: 3300V SiC licensing
On July 23, 2026, Navitas announced it will license GeneSiC Gen4/Gen5 technology, covering 1200V, 2300V, and above 3300V, to Magnachip. Magnachip will transfer and localize the technology at its Korean fab. The target is high-voltage grid infrastructure, industrial electrification, and energy storage rather than EVs, showing SiC competition broadening from automotive into power and industrial markets.
STMicroelectronics Q2 2026: double-digit SiC growth and DC upside
STMicroelectronics reported Q2 2026 revenue of USD 3.49 billion, up 26% year on year, with a 34.8% gross margin. It expects double-digit SiC revenue growth in 2026, supported by the move from 6-inch to 8-inch wafers, and raised its AI data-center targets to over USD 1 billion in 2026 and over USD 2 billion in 2027. Q3 guidance is USD 3.70 billion and Q4 is expected to exceed USD 4 billion.
SiC solid-state transformers: AIDC deployment begins
SiC solid-state transformers (SSTs) have entered the commercial stage. Weiguang Energy has shipped more than 100 SSTs and secured over 40GW of capacity across two sites. Delta has announced an SST delivering MW-class power in 1m² with more than 50% space savings, while Eaton offers its 2.5MW MV SST 2.0. This article reviews the move to direct conversion from medium voltage to 800VDC using primary information.
SiC investment: EU approves EUR 659M, China raises capital
On July 14, 2026, the European Commission approved EUR 659 million in state aid for four semiconductor facilities in Germany. Element 3-5 receives EUR 353 million for SiC epitaxial wafers and Vishay EUR 214 million for a power-MOSFET plant. In China, AccoPower (芯聚能) and Xinyueneng (芯粤能) reportedly raised more than RMB 700 million in a Series D round. Public and private capital is accelerating into SiC supply chains in Europe and China.