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