e4ds news

AI-Driven Transformation of Power Semiconductor Landscape: Shift of Focus from Electric Vehicles to Data Centers

AI-Driven Transformation of Power Semiconductor Landscape: Shift of Focus from Electric Vehicles to Data Centers

Power semiconductor demand is rapidly shifting from electric vehicle-centric applications to AI data centers and AI servers. With rising power consumption in AI servers, competition for high-efficiency GaN solutions has intensified, leading Infineon, ON Semiconductor, and TI to launch high-density and integrated products. Meanwhile, in the electric vehicle sector, SiC adoption is being strengthened through the expansion of 800V platforms. As a result, AI infrastructure expansion is becoming a key variable in future power semiconductor technology and investment.

Samsung Electronics, First Quarterly Operating Profit of 100 Trillion Won in Company History

"Cooling is no longer just a mechanical issue"… ADI targets data centers with CDU control board

[e4ds Tech Day 2026 ⑧] Seung-taek Jang, Keysight Director: "The Bottleneck in SDV Era is Verification, Not Development"

[e4ds Tech Day 2026 ⑦] PopcornSAR CEO Chae Seung-yeop, "SDV Orders Difficult Without AI-Native Systems"

Color Accuracy Issues in Vehicle Interior Ambient Lighting and Intelligent LED Drivers

240W Era USB PD Charger: Design as a 'System,' Not Components

ADI, "Fostering Future Engineers Beyond Component Support"

[Interview] Matteo Maravita, ST AICC Center Director, "We will lead the democratization of edge AI with low-power, high-efficiency embedded AI platforms"

OpenAI Expands GPT-6 to All ChatGPT Users, Introduces 'Intelligent UI'

Dell Unveils 'XPS 16 Creator Edition' with RTX Spark

Group-IB Partners with UAE Cyber Security Council

[OSW 2026]"The Key to AI Era is Connection, Not Computation; PIC and CPO on the Rise"

[e4ds Tech Day 2026 ④] Sung-il Lim, Executive Director at TI, "Edge AI is no longer a high-cost SoC domain"

[e4ds Tech Day 2026 ③] Matteo Maravita, ST Center Director: "Generative AI is Also Moving to the Edge"

[e4ds Tech Day 2026 ②] Eugene Yoo, Nordic Director, "Innovating Edge AI with Axon NPU and Neuton"…Nordic presents realization of 'On-Device AI'

Facing High-Current Power Supply Design Limits, 'GaN Integration' Solution Rapidly Emerging

[IFA 2026 ③] AI Computing Shifts from Data Centers to Homes…AMD and NVIDIA Present the Blueprint for the 'Personal AI' Era

[IFA 2026 ②]AI was the same, but strategies differed…Samsung and LG's winning moves diverged at IFA 2026

[IFA 2026 ①]"AI Operates Homes, China Controls Market"

The Problem with AI is Not Performance, but Trust

AI Agents Trigger 'Memory Supercycle'

ADI, "Fostering Future Engineers Beyond Component Support"

[e4ds Tech Day 2026 ①] MPS Director Lee Jun-ho, "Power Semiconductors Will Determine Automotive Performance in the Age of AI Autonomous Driving"

A single misaligned light means 'defect'… Vehicle interior lighting now guarded by semiconductors and software

[Serial Planning-The SDV Era Has Arrived③] The Real Brain War in Automobiles, the Winner Will Be Decided in 2027

[Series Planning-The SDV Era Has Arrived②] Updating Vehicles, What Do Consumers Pay For?

[e4ds Tech Day 2026 ⑧] Seung-taek Jang, Keysight Director: "The Bottleneck in SDV Era is Verification, Not Development"

[IFA 2026 Settlement ②] AI Everywhere, Now It's About Life, Not Technology

AI-Driven Transformation of Power Semiconductor Landscape: Shift of Focus from Electric Vehicles to Data Centers

[e4ds Tech Day 2026 ⑦] PopcornSAR CEO Chae Seung-yeop, "SDV Orders Difficult Without AI-Native Systems"

[e4ds Tech Day 2026 ⑥] Dong-Joo Shin, Mobilint CEO, "Winner of Physical AI Era is AI SoC, Not GPU"

[e4ds Tech Day 2026 ⑧] Seung-taek Jang, Keysight Director: "The Bottleneck in SDV Era is Verification, Not Development"

AI-Driven Transformation of Power Semiconductor Landscape: Shift of Focus from Electric Vehicles to Data Centers

[e4ds Tech Day 2026 ⑦] PopcornSAR CEO Chae Seung-yeop, "SDV Orders Difficult Without AI-Native Systems"

[e4ds Tech Day 2026 ⑥] Dong-Joo Shin, Mobilint CEO, "Winner of Physical AI Era is AI SoC, Not GPU"

[e4ds Tech Day 2026 ⑤] Kwak Su-jin, Director of Korea Automotive Research Institute: "Automobiles are now moving computers"

Infineon Event 261001-1030

News Cut

[Report] "NI Nigel™ AI, Accelerating Test and Measurement Development with Natural Language"

[2026 Power Electronics Conference] Chang-hoon Oh, Senior Vice President at Teledyne LeCroy, “Measurement Technology to Enhance Automation and Analysis Efficiency Is Important”

[2026 Power Electronics Conference] Choi Dae-han, Executive Director of Asung Korea, “Providing Total Solutions for the SiC-Based High Voltage Market”

[2026 Power Electronics Conference] ST Manager Zhang Zhet, “Leading the Era of Electrification Through Leading WBG Semiconductor Solutions”

News Pick

News Scene

[2026 Power Electronics Conference] Tektronix, “Will Help Shorten Development Time Through Higher Resolution, Synchronization, and Automated Analysis Capabilities”

DeepX CEO Kim Nok-won aims for a victory with the trifecta of high performance, low power consumption, and low cost… Targeting the physical AI market using Hyundai Motor and Baidu as stepping stones.

Teledyne LeCroy Fully Supports Verification of Future Connected Vehicle Data Communications

[Report] ST Humanoid Robot 'Kai' Brings the Future of Industrial Automation to Reality

[2025 Power Electronics Conference] Teledyne LeCroy Director Chang-Hoon Oh, “Perfect Support for Noise Ripple, Motor Efficiency, and Double Pulse Testing”

Interviews

[Interview] Matteo Maravita, ST AICC Center Director, "We will lead the democratization of edge AI with low-power, high-efficiency embedded AI platforms"

"Cooling is no longer just a mechanical issue"… ADI targets data centers with CDU control board

[Interview] Wang Binbin, VP of Product at Calterah, "We will expand high-performance and ultra-compact radar solutions in Korea"

[Interview] Ja-yeon Hwang, Manager at WaveInsense, "The First Signal Determines the System"

[Interview] Park Ji-yong, Branch Manager of Nozomi Networks, "Korea entering full-scale OT security adoption phase"

Technical Articles

[Technical Contribution] ADI, "Extension of Portable Device Battery Life Depends on Power Management Optimization"

[Technical Article] Mouser: "Integration of Hardware-Based Security Technology Essential for Modern Vehicles"

[Technical Contribution] ams OSRAM, "The Completion of Premium Displays Lies in 'Spectrum Sensing'"

[Technical Contribution] ADI, "Power Sequencing Innovation Possible Without Programming"

[Technical Article] DigiKey, "Industrial SBC Emerging as Core Technology Driving Modern Industrial Systems"

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