Sector Signals
Theme

Power Semiconductors

SiC / GaN / IGBT vendor dynamics, supply chain, and procurement risk

Coverage: ChineseClear filter
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.

Practical Guide

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.

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.

Practical Guide

Chinese SiC Manufacturers: Selection Criteria

Many teams are internally divided on whether to adopt Chinese SiC manufacturers, with some voicing concerns about quality and others emphasizing the undeniable cost factor, but responding to this question with a simple "not adopting because it's Chinese" or "adopting because it's cheap" is too simplistic a judgment; what is being asked is how and what to verify.