STMicroelectronics launched the STGAP3S family of gate drivers featuring enhanced galvanic isolation. This product aims to simplify power design and improve reliability. Neutral: New product release has no immediate impact on supply or pricing.
STMicroelectronics released a pin-compatible BMIC supporting 48V and 96V applications. The ASIL-D compliant chip targets lithium battery packs in hybrid and full-electric vehicles. Bullish: New product launch drives demand for automotive BMICs.
STMicroelectronics launched the STM32C5 series of cost-effective microcontrollers featuring an Arm Cortex-M33 core. Mouser Electronics is currently shipping these parts, targeting entry-level smart home and consumer applications. The launch introduces a new performance standard but does not immediately impact existing component prices.
STMicroelectronics introduced the L6462A TM PFC controller to reduce BOM costs and enhance efficiency, supporting 250W power adapters and consumer electronics. Bullish for ST demand, neutral for pricing.
STMicroelectronics launched the ST54M secure mobile chip, integrating NFC controller, secure element, and post-quantum cryptography accelerator for next-gen devices.
STMicroelectronics is set to implement its second MCU price hike of the year in late June, following NXP and Infineon. This confirms a sustained upward trend in the MCU market driven by tight supply and strong demand. Traders should anticipate further spot price increases and prioritize inventory securing.
STMicroelectronics certified its ST87M01 NB-IoT modules for North America and Brazil, featuring 5G-ready connectivity and GNSS/Wi-Fi positioning. The certification covers specific part numbers for each region, enabling accelerated deployment for IoT projects. Neutral: The launch provides supply-chain advantages but does not indicate immediate price pressure or shortage.
TSMC unveiled roadmap updates for A12, A13, and N2U processes at the 2026 Europe Technology Symposium, targeting 48x more transistors in advanced packaging. The updates aim to support future AI development through design-technology co-optimization. Watch.
TDK, Microchip, and STMicroelectronics unveiled new power modules and GaN semiconductors targeting AI data centers and EVs. Infineon initiated a flagship project integrating Si, SiC, and GaN for renewable energy. These launches signal increased demand for power electronics but do not indicate immediate supply constraints.
Rohm warns of delays in a potential three-way alliance with Toshiba and Mitsubishi Electric due to integration hurdles and slim chances of success. Denso's failed bid for Rohm highlights the challenges in consolidating Japan's power semiconductor supply chain amidst vertical integration efforts by automakers like Toyota.
STMicroelectronics introduced two 100W VIPerGaN high-voltage converters featuring integrated 700V GaN transistors and compact QFN packages. These devices target applications like USB-C PD adapters and home appliances, offering high efficiency and power density. The launch represents a new product entry into the GaN power supply market.
Infineon plans to integrate RISC-V cores into its AURIX automotive MCU lineup to meet SDV demands and reduce reliance on Arm.
STMicroelectronics launched two dedicated half-bridge gate drivers, STDRIVEG212 (220V) and STDRIVEG612 (600V), priced from $1.25, for GaN transistors in motor control applications. The launch addresses the specific voltage constraints of GaN transistors compared to silicon. Neutral: This is a standard product launch adding to market supply, with no immediate impact on pricing or supply of existing components.
STMicroelectronics launched two half-bridge GaN gate drivers integrating control and protection for compact, efficient power conversion and motion control systems.
STMicroelectronics launched STPMIC1L and STPMIC2L PMICs, with prices dropping 21% and 50% respectively compared to previous models.
STMicroelectronics launched a new series of low-RDS(on) MOSFETs based on Smart STripFET F8 technology to improve efficiency and reduce footprint in automotive power distribution and battery management systems.
The article details the reliability challenges of the SiO2/SiC interface in SiC power transistors, specifically identifying carbon residues, oxygen vacancies, and interface state density ($D_{it}$) as causes for threshold voltage instability.
STMicroelectronics has launched two new PMICs, STPMIC1L and STPMIC2L, tailored for its STM32MP1 and MP2 series Cortex-A microprocessors. The devices target industrial applications and are priced from $1.34 and $1.77 respectively in 1k unit quantities. Neutral: This is a standard product launch with no immediate impact on supply, demand, or pricing for the broader PMIC market.
STMicroelectronics has commenced volume deliveries of STM32 MCUs manufactured entirely in China, starting with the H7 family, with H5 and C5 lines scheduled for local production by end-2026. This move diversifies supply away from traditional fabs and into China-based manufacturing. Bearish: This localized capacity expansion increases supply resilience and could exert downward pressure on prices for general-purpose MCUs in the medium term.
Intel will repurchase full ownership of its Ireland fab (Fab 34) from Apollo for $14.2B, funded by cash and $6.5B in new debt. The move consolidates control over a key production hub for Intel 3/4 CPUs amid reported industry-wide price hikes of 10-15%. Bullish: Signals tightening supply control and vertical integration, potentially supporting CPU pricing power.
Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
iPhone DuoFirst-pass BOM: 37 parts, 12 brands and 16 public MPNs; A20 Pro, C2, N1 and the power/RF chains are located, while the NAND brand stays unconfirmed.See the full teardownAll teardowns| Analog | $0.68 | −5.9% |
|---|---|---|
| Connector | $0.75 | +0.2% |
| CPU | $386.74 | −21.3% |
| DDR4 | $88.40 | −0.2% |
| DDR52026-W13 | $14.89 | −11.2% |
| GPU | $478.20 | +8.2% |
| MCU | $0.68 | −61.7%Unusual |
| MLCC | $0.01 | +54.0%Unusual |
| MOSFET | $0.12 | −82.8%Unusual |
| PMIC2026-W13 | $0.44 | −12.5% |
| SSD/HDD | $288.43 | n/a |