Power Semiconductors
SiC / GaN / IGBT vendor dynamics, supply chain, and procurement risk
GaN patent war: Infineon ITC win and Wolfspeed suit
Infineon won a final US ITC ban on Innoscience GaN imports and Wolfspeed sued Navitas: GaN patent fights have become a procurement risk.
Practical Guide to Power Semiconductors for Grid Stabilization: STATCOM, HVDC, FACTS
Power semiconductors for STATCOM and HVDC: Mitsubishi Electric's +/-450MVAr record, Infineon's 4500V IGBT modules, LCC vs VSC, and procurement points.
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.
IGBT to SiC MOSFET: Evaluating TCO and Miniaturization
When to switch from IGBT to SiC: not device price, but how smaller cooling and passives change system BOM cost, plus hybrid SiC as a middle step.
European OEMs: SiC Procurement Shift
VW, BMW, and Stellantis are redesigning SiC procurement. This article maps integration, long-term contracts, diversified sourcing, and Tier 1 impacts.
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.
Power Modules: Comparing Tier 1 Supplier Competitiveness
Six power-module suppliers compared, Infineon, onsemi, STMicro, Mitsubishi Electric, Fuji Electric and ROHM, on lineup, SiC capability, capacity and price.
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.
SiC Modules vs. Discrete Components: Selection Criteria
SiC module or discrete is not just a packaging choice: it decides system performance, board area, protection design and procurement flexibility.
SiC Wafer Price Trends and 2026 Outlook
SiC demand grew slower than planned in 2024 and production plans were revised. What that plateau means for wafer prices heading into 2026.
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.
Wolfspeed: Changing SiC Procurement Risks Post-Restructure
Wolfspeed after Chapter 11: Mohawk Valley still runs at low-20s utilization, moving SiC sourcing risk from insolvency to utilization dependency.