Power Semiconductors
SiC / GaN / IGBT vendor dynamics, supply chain, and procurement risk
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.
GaN Market: Navitas Earnings and India Mass Production
Navitas Semiconductor's Q1 2026 earnings beat expectations, driving a surge in its stock price, underscoring the market success of its GaN technology.
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.
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.
Japanese Power Semiconductor Trio's Integration Progress
Japan's three-way power semiconductor consolidation has been reported since 2025 with METI backing. What has actually been decided, and what has not.
Power Semiconductor Market Restructuring Map 2026
SiC is forecast to pass $10 billion by 2030, yet the conversation has moved from growth to realignment: less who wins the market, more who survives.