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Power Semiconductor Market Shaked Up by AI Data Centers… GaN and SiC Competition Intensifies
Published2026.06.24 14:42The center of gravity in the power semiconductor market is shifting rapidly in 2026. While electric vehicle (EV) electrification has driven demand for silicon carbide (SiC) so far, artificial intelligence (AI) data centers have recently emerged as a new growth driver.
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WBG Semiconductors Beyond Silicon Limits Change the Power Market
As power demand from artificial intelligence (AI) data centers surges and electric vehicles and renewable energy facilities expand across industries, the center of gravity in the power semiconductor market is shifting toward wide bandgap (WBG) semiconductors such as SiC and GaN. In the wide bandgap power semiconductor market, key players including TI, Infineon, ST, ON Semiconductor, Wolfspeed, and Rohm are leading the market and making efforts in technology development and production expansion. We examine the wide bandgap semiconductor market in this context.
2026.04.10by 배종인 기자
“Power Semiconductors, a Core System Element That Must Be Verifyed to the End While Calculating Lifespan”… Key Points Developers Must Know
Power semiconductors are gaining attention as critical components that determine the performance of power-intensive products such as electric vehicles, AI data centers, and renewable energy equipment. Developers using power semiconductors are increasingly demanding technology for predicting power semiconductor lifespan and methods to verify it. In response, we have identified the key points that developers must understand.
2026.04.13by 배종인 기자
[Innovation Focus] Middle East Energy Shock Drives Demand for 'Loss-Reducing Chips'
As Middle Eastern oil and gas price spikes are shaking the cost structures across industries through power generation costs and wholesale prices, ultra-low-power power semiconductors are establishing themselves as the most reliable cost reduction measure in the intersecting zone of energy costs and carbon/efficiency regulations through power architecture redesign rather than simple component replacement.
2026.04.23by 배종인 기자
Ultra-low power semiconductors expand beyond 'battery life' to 'AI, security, and operations'
The ultra-low-power semiconductor competition has evolved beyond simply minimizing current to become a system-level competition that addresses connectivity, security, AI, and operational efficiency within the power budget. Against this backdrop, we have organized a session to examine ultra-low-power power semiconductor solutions across various segments: mass-market IoT (tags, beacons, ESL), wearables and healthcare, smart metering and industrial sensors, battery-free devices (energy harvesting), long-range IoT (asset tracking, smart cities), and ultra-low-power edge AI.
2026.04.23by 배종인 기자
“Smart Home Appliance Innovation Realized by AI, Matter, GaN, and IoT Technologies”
인피니언(Infineon Technologies)이 최근 발간한 백서 ‘Engineering modern intelligent home appliances’는 스마트 주방과 지능형 가전이 소비자의 편의성 요구뿐 아니라 지속가능성, 낮은 전력소모, 긴 제품 수명이라는 과제를 동시에 해결해야 한다고 짚는다. 특히 차세대 가전의 핵심 기술로 매터(Matter) 기반 연결성, WBG 전력반도체(실리콘카바이드(SiC)와 질화갈륨(GaN)), 고도화된 센서 솔루션이 부상하고 있다.
2026.05.20by 배종인 기자
