AI 데이터센터가 흔드는 전력 반도체 시장…GaN·SiC 경쟁 본격화
기사입력2026.06.24 14:422026년 전력 반도체 시장의 무게중심이 빠르게 이동하고 있다. 그동안 전기차(EV) 전동화가 실리콘카바이드(SiC) 수요를 이끌었다면, 최근에는 인공지능(AI) 데이터센터가 새로운 성장축으로 부상하고 있다.
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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”
Infineon Technologies' recently published white paper "Engineering modern intelligent home appliances" points out that smart kitchens and intelligent appliances must simultaneously address not only consumer convenience demands but also challenges of sustainability, low power consumption, and extended product lifespan. In particular, Matter-based connectivity, WBG power semiconductors (silicon carbide (SiC) and gallium nitride (GaN)), and advanced sensor solutions are emerging as core technologies for next-generation appliances.
2026.05.20by 배종인 기자
