Sector Signals
Theme

Power Semiconductors

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

Coverage: Power ModuleClear filter
longtail

Comparing the Competitiveness of Power Module Tier 1 Suppliers

This article benchmarks six leading power module suppliers — Infineon, onsemi, STMicro, Mitsubishi Electric, Fuji Electric, and Rohm — across four dimensions: product lineup, SiC capability, supply capacity, and price competitiveness. The findings are intended as a reference for procurement source selection.

longtail

SiC Module Packaging Technology Trends — How Next-Generation Packages Are Redefining Thermal Design

Performance limitations in SiC power modules are often attributable to packaging rather than the devices themselves. The shift from gel encapsulation to epoxy and ceramic encapsulation, and the adoption of double-sided cooling structures, are packaging and assembly technology trends that will determine the competitiveness of next-generation SiC systems.

pillar

EV Power Semiconductor Application Selection Matrix

The cost of SiC power modules per inverter is 2 to 3 times higher than traditional Si-based modules, yet EV manufacturers are accelerating their transition to SiC because the increased efficiency and reduced size of the overall system offset this higher component cost; however, it is not simply a matter of "using SiC," as EV power conversion systems are divided into multiple applications, each with its own...

longtail

SiC Modules vs. Discrete Components: Selection Criteria

Once the decision to use SiC is made in the early stages of inverter design, the next question is whether to opt for modules or discrete components, a choice that, while appearing to be merely an implementation form, fundamentally impacts system performance, board area, protection circuit design, and procurement flexibility.

news

STMicroelectronics Ampere SiC Power Modules for EV 2026

STMicroelectronics and Ampere (a distinct EV powertrain design company, not the Arm-based server design firm formerly part of Oracle) are reportedly collaborating on SiC power modules for next-generation EV traction inverters, targeting commercialization in 2026; the announcement's core is simple, yet it implies a significant strategic shift.