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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.