SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

www.newelectronics.co.uk Performing security verification This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot. Ray ID: a17cb41d4fe99422 Performance and Security by Cloudflare Privacy

SiC MOSFET Relay High-voltage Power Electronics Omron Semiconductor Industrial Applications

Micron inks long-term supply agreements worth $100 billion

0.92

tomshardware.com 2026-06-25 Anton Shilov

Micron has signed 16 LTAs with various customers to supply DRAM and NAND worth $100 billion.

Micron DRAM 3D NAND Long-term supply agreements Semiconductor supply chain Memory market Chip shortage Strategic customer agreements

Cadence Secures $100M, Partners with Duke Health to Scale Chronic Care AI - HIT Consultant

0.65

news.google.com 2026-06-25 HIT Consultant

AI server VRM shifts drive power shortages and stretch lead times past 6 months

0.92

digitimes.com 2026-06-24

The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads pushing the industry from doubler-based designs to direct native multi-phase control. Industry insiders say the growing shortage of power components has three main causes: inventory corrections over the past three yea

Wafer Works unveils golden triangle expansion to boost AI, optical, and SiC wafer capacity

0.92

digitimes.com 2026-06-23

Wafer Works announced after its June 18, 2026, shareholders meeting that it launched a "golden triangle" expansion plan to deepen silicon wafer product lines and support fast-growing applications in advanced packaging, optical transmission and third-generation semiconductors. The rollout covers simultaneous construction and capacity ramp projects at Erlin, Zhengzhou, and Zhunan to align production

Will Navitas Semiconductor's New High‑Voltage SiC Package Redefine Its Power Electronics Edge (NVTS)? - simplywall.st

0.87

simplywall.st 2026-06-21 simplywall.st

United States/Semiconductors/NasdaqGM:NVTS Will Navitas Semiconductor's New High‑Voltage SiC Package Redefine Its Power Electronics Edge (NVTS)? June 21, 2026 Simply Wall St Reviewed by Sasha Jovanovic Share Copy Link Earlier this month, Navitas Semiconductor introduced its UHV-TO-247-4-ISO package for 1,200 V to 3,300 V GeneSiC SiC MOSFETs, combining over 12 mm creepage, more than 6,000 V integra

Semiconductor SiC Power Electronics Renewable Energy AI Data Centers Electric Vehicles High Voltage Devices Packaging Technology

Surging AI power demand pushes data centers toward higher-voltage designs

0.92

digitimes.com 2026-06-20

As AI computing continues to scale, power systems are facing sharper load swings, along with rising requirements for power density and reliability.

Kioxia keeps NAND capex in check as AI inference reshapes SSD demand

0.92

digitimes.com 2026-06-19

Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic fab efficiency over aggressive capacity expansion, signaling a more disciplined approach to the AI storage cycle.

Gallium Nitride Power Devices: Challenges and Progress in High-Voltage Applications - News and Statistics - IndexBox

0.88

www.indexbox.io 2026-06-18 IndexBox

This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u

Gallium Nitride Power Devices High-Voltage Applications Semiconductor Materials Power Electronics Device Technology Power Efficiency Renewable Energy

Seoul Semiconductor’s high-voltage opto-semiconductor enters mass production - Charged EVs

0.85

chargedevs.com 2026-06-17 Charged EVs

chargedevs.com Performing security verification This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot. Ray ID: a0d3058b6f7bf828 Performance and Security by Cloudflare Privacy

Semiconductor Optoelectronic Semiconductor High Voltage Devices Electric Vehicles Automotive Electronics Chip Manufacturing Power Devices New Energy Vehicles

GE Aerospace, Wolfspeed to accelerate high-voltage SiC adoption - Evertiq

0.92

evertiq.com 2026-06-17 Evertiq

© Wolfspeed Business | June 17, 2026 GE Aerospace, Wolfspeed to accelerate high-voltage SiC adoption Evertiq The companies plan to develop standards for high-voltage silicon carbide power modules, supporting solid-state transformers, industrial electrification and next-generation aerospace & defense platforms while strengthening supply chain resilience. GE Aerospace and US-based semiconductor com

Silicon Carbide High-voltage Power Modules Aerospace Industrial Electrification Semiconductor Supply Chain Solid-State Transformers Wolfspeed GE Aerospace

PCIM 2026: How high-voltage infrastructure is unifying AI and e-mobility sectors - digitimes

0.92

www.digitimes.com 2026-06-17 digitimes

Semiconductor manufacturers, market analysts, and engineering departments have long tracked the clean energy transition through siloed vertical markets. For example, they will calculate individual EV sales on one spreadsheet while tracking hyperscale data... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time th

Semiconductor Industry Artificial Intelligence Electric Vehicles High-voltage Infrastructure Power Semiconductors Clean Energy Transition Data Centers Automotive Electronics

Semiconductor News & Analysis Feed