NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Oct 30

21:01Impact score 0
TDK introduces programmable and scalable DC-DC power supplies for emerging DC-grid architectures
TDK Corporation (TSE:6762) has launched the TDK-Lambda EDC series of programmable DC-DC power supplies, developed to support growing demand for DC-grid architectures as the use of renewable energy sources and battery storage increases. The compact, high-power series includes 1.5 kW and 3 kW models with constant-voltage (CV) and constant-current (CC) operation; up to three units can be connected in series and up to ten in parallel for scalable system integration. Features include leader/follower functionality, RS-485 (Modbus RTU) communication with remote monitoring and diagnostics, programmable CV/CC control, automatic ID assignment, and analog programming via 1–5 V and 4–20 mA interfaces, in a compact 270 × 150 × 61 mm enclosure. Main applications include hydrogen generators, high power battery chargers, switchgear for distribution boards in data centers, and solid oxide fuel cell systems. The article also notes that TDK posted total sales of USD 16.6 billion in fiscal 2026 and employed about 107,000 people worldwide.
programmable DC-DC power suppliesTDK Corporation, TDK-Lambda CorporationEE Journal
17:05Impact score 10
HHTD 26: The year robots share the stage with AI infrastructure
Hon Hai Tech Day 2026 (HHTD 26) continued to focus on next-generation AI infrastructure. According to the source, although the event featured slightly fewer robots than in 2025, it still maintained a dedicated robotics exhibition area where Foxconn and its partners showcased the latest developments in smart manufacturing technology. Participants included KUKA, ABB, and Yaskawa, which are among the four major robotics families, as well as Japanese passive-component manufacturer TDK. Taiwan-based companies including Hiwin, TM Robot, and TECO also joined the exhibition. The source does not state the cause.
Foxconn, KUKA and 8 totalDigiTimes Asia

Fri, Oct 23

00:10Impact score 55
More Multi-Layer Inductor Options for Automotive Power-over-Coax
According to TDK, its expanded family of multi-layer inductors provides 1.7X to 2X higher impedance than conventional components, offering more options for automotive Power-over-Coax applications. This is an announcement of a product family expansion; the source gives no specific date, part numbers, or availability details.
multi-layer inductorTDKElectronic Design

Thu, Oct 22

20:46Impact score 0
TDK M704 and M705 NTC Sensors for High-Voltage Power Systems
TDK introduces Y1 film safety capacitors for 500 V AC EMI filtering (product introduction; the source does not state a release date). Separately, the title references TDK M704 and M705 NTC sensors for high-voltage power systems; the body provides no further details on these two sensors. The source does not state the cause or underlying motivation.
M704 NTC sensorM705 NTC sensorY1 film safety capacitorsTDKPassive Components EU

Mon, Oct 19

18:10Impact score 40
TDK InvenSense Develops Magnetic Sensors for Humanoid Robot Joints
TDK InvenSense is developing low-cost magnetic sensor technology for humanoid robot joints. TDK Vice President Jung Do-hyung said at THE ELEC's 'Semiconductors Powering Humanoids' conference, held at COEX in Seoul on Oct. 16, that the company is working with robotics manufacturers to develop humanoid joint measurement solutions using magnetic sensors. The solution uses a simple configuration of one magnet and one sensor to measure joint angles and could potentially replace encoders in certain joints, including fingers, using TMR sensors and Hall sensors: TMR sensors measure changes in electrical resistance caused by magnetic fields and offer higher measurement accuracy than Hall sensors, which measure voltages generated in response to magnetic fields; Hall sensors can also detect three-dimensional positions in ball-shaped joints. The stated background is that sensor costs increase as the number of joints grows, with fingers presenting particular challenges as multiple joints are concentrated in confined spaces. Jung said that for applications requiring only angle measurement, accuracy is likely lower than encoders, but the sensors are smaller, consume less power and are considerably cheaper; the company is also developing magnetic encoders for joints requiring precise position control and is applying magnetic sensor technology previously used in smartphones and automobiles to robotic joints.
TMR sensorsHall sensorsmagnetic encodersTDK InvenSenseThe Elec

Wed, Oct 14

23:16Impact score 25
TDK PositionSenseTM offers ‘Smart Perception’ for wearables, mobile, robots, and other Physical AI devices
On October 14, 2026, TDK Corporation (TSE:6762) announced worldwide distribution availability of its InvenSense PositionSense, a two-chip nine-axis sensor solution that integrates TDK's lowest-power 6-axis SmartMotion IMU, a 3-axis magnetometer based on tunnel magneto resistance (TMR) technology, and on-chip sensor fusion and calibration software, targeting positioning accuracy and navigation for wearables, robotics, drones, mobile devices, and other Physical AI applications. The solution is offered in four hardware configurations: ICM-45608 + ICT-15318 (I2C/SPI/I3C support at 1.8V VDDIO, 16g/2000dps Accel/Gyro full-scale range); ICM-45608 + ICT-15312 (I2C/SPI support at 1.2V VDDIO, 16g/2000dps); ICM-45689 + ICT-15318 (extended ±4000 dps gyroscope and ±32 g accelerometer full-scale range, I2C/SPI/I3C at 1.8V VDDIO); and ICM-45689 + ICT-15312 (±4000 dps/±32 g, I2C/SPI at 1.2V VDDIO). This is a product availability announcement; the source does not state the cause.
PositionSense two-chip nine-axis sensor solutionTDK 6-axis SmartMotion IMUTDK 3-axis TMR-based magnetometerTDK Corporation, InvenSenseElectronics Sourcing
21:56Impact score 0
TDK introduces new dual-die, stray-field robust motor position sensor for ASIL D fail operational applications
TDK introduces the Micronas HAR 3025 dual-die stray-field robust motor position sensor with redundant design, ASIL D ready (SEooC) per ISO 26262:2018 and stray-field compensation per ISO 11452-8:2015; samples are available now and start of production is planned for the first half of 2027. The source does not state the cause.
EE Journal
18:11Impact score 60
TDK X Series SMD Varistors for Industrial Transient Protection
TDK plans to expand its 1608 inductors for automotive PoC (Power over Coax) filters; the source does not state the cause. This is an expansion plan with no statement of completion or implementation, and the source provides no specific capacity figures, timeline, or further details.
1608 inductors for automotive PoC filtersTDKPassive Components EUCapacity Change

Wed, Oct 7

22:20Impact score 45
Seagate and Toshiba battle for TDK's HDD head business, a critical hard drive component
Seagate and Toshiba are reportedly competing to acquire TDK's HDD magnetic head business, a multi-billion dollar deal that would consolidate the industry's only independent supplier. This acquisition threatens to disrupt Toshiba's sole supply source and alter the competitive balance of the HDD market. Traders should watch for the outcome as it impacts pricing power and supply security.
HDD Magnetic HeadsSeagate Technology, Toshiba and 3 totalTom's HardwarePartnership/M&A
21:54Impact score 60
TDK expands multilayer inductors for automotive power over-coax circuits
TDK expands the MLJ1608-G series multilayer inductors for automotive power-over-coax (PoC) circuits, with mass production starting in October 2026; the component provides 1.7 to 2 times higher impedance than conventional parts in the 100–700 MHz range, achieves high impedance up to 2 GHz, and has a 1608 footprint.
MLJ1608-G seriesTDK CorporationEE JournalCapacity Change

Fri, Oct 2

06:03Impact score 65
[News] Toshiba to Double AI Data Center HDD Capacity by FY2027 With $380M Expansion as AI Storage Demand Surges
Toshiba plans a 60 billion JPY investment to double AI data center HDD capacity by FY2027. Driven by AI infrastructure demand and SSD shortages, the HDD market remains tight. Bearish: Capacity expansion signals future supply relief, pressuring current tight prices.
Hard Disk Drives (HDD)Nearline HDDsToshiba, Western Digital and 3 totalTrendForceCapacity Change

Thu, Oct 1

21:58Impact score 15
TDK presents DC-link capacitors rated for up to +135 °C in automotive and industrial applications
TDK Corporation launched the B3272*A/G/T series DC-link film capacitors rated for continuous operation at +135°C without derating. These components target high-power-density automotive and industrial applications requiring enhanced thermal headroom. (Watch: New product launch, short-term price impact neutral).
DC-link capacitorsFilm capacitorsTDK CorporationEE JournalProduct Launch

Tue, Sep 22

21:00Impact score 60
TDK Expands Compact 500V Snap-In Capacitors for AI Servers
TDK expands its B43645-B43661 series aluminum electrolytic capacitors to 500V rated voltage for AI server power supplies. This capacity expansion targets high power density requirements in data centers.
Aluminum electrolytic capacitorsSnap-in capacitorsTDK CorporationPower Electronics NewsCapacity Change

Sat, Jun 13

02:00Impact score 10
DC-Link Capacitors Cater to SiC Power Conversion
TDK's film capacitors are designed to handle high-frequency power converters driven by SiC while limiting parasitic losses. This technology supports efficient power conversion in applications like electric vehicles and renewable energy. Neutral: While it enhances TDK's product capabilities in the SiC sector, the lack of specific price or supply data limits immediate trading impact.
DC-Link CapacitorsTDK CorporationElectronic DesignTechnical

Thu, Jun 4

15:12Impact score 25
TDK Releases DC-link Film Capacitors with Ultra-low Inductance for SiC Power Converters
TDK launched DC-link film capacitors for SiC power converters. These components target compact 1250 V DC converters. This product launch provides background information with no immediate price impact.
DC-link Film CapacitorsCommon-Mode ChokesTDK CorporationPassive Components EUProduct Launch

Mon, Jun 1

22:52Impact score 15
Infineon Joins Nvidia MGX Ecosystem for 800 VDC AI Power Architectures
Infineon joins Nvidia's MGX ecosystem to support 800 VDC power architectures for AI data centers, utilizing GaN and SiC technologies. This collaboration aims to enhance power density and efficiency. Bullish: Expected to drive demand for GaN and SiC power devices in AI infrastructure.
GaNSiCPower Management ICsInfineon TechnologiesPower Electronics NewsProduct Launch

Sat, May 30

01:00Impact score 25
HV AI Data Centers DC Protection, New Space GaN Ecosystem, SSTs Adoption in Power Networks: Power Electronics Week Insights
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.
Power ModulesSiC ModulesGaN SemiconductorsTDK Corporation, Microchip Technology and 8 totalPower Electronics NewsProduct Launch

Fri, May 29

20:00Impact score 30
Vishay Expands IHXL Inductor Series with High-Current Devices
Vishay launched four new high-current IHXL inductors priced lower than previous generations, targeting automotive and industrial applications. The devices feature a 20% reduction in core losses and support currents up to 209 A. This price cut signals a bearish outlook for existing IHXL inventory.
Radial through-hole inductorsIHXL series inductorsVishay IntertechnologyPower Electronics NewsProduct Launch

Wed, May 27

16:58Impact score 10
TDK launches stray-field immune Hall sensor for EV motors
TDK Corporation launches HAL 3025, a stray-field immune Hall-effect sensor with ASIL D functional safety support for EV motor control. Targeting high-speed applications like steer-by-wire, this new product enters the market with samples available. Neutral impact on current supply chain pricing.
Hall-effect sensorPosition sensorTDK CorporationeeNews EuropeProduct Launch

Tue, Apr 14

22:00Impact score 15
Solid-state transformers’ path from concept to common
Three solid-state transformer startups raised $280 million, while major industry players invest in the technology. This shift towards 800V DC data center distribution relies on Wide-Bandgap semiconductors like SiC and GaN.
SiCGaNSolid-State Transformer (SST)DG Matrix, Amperesand and 13 totalPower Electronics NewsTechnical

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

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Oct 30

TDK introduces programmable and scalable DC-DC power supplies for emerging DC-grid architectures

HHTD 26: The year robots share the stage with AI infrastructure

Fri, Oct 23

More Multi-Layer Inductor Options for Automotive Power-over-Coax

Thu, Oct 22

TDK M704 and M705 NTC Sensors for High-Voltage Power Systems

Mon, Oct 19

TDK InvenSense Develops Magnetic Sensors for Humanoid Robot Joints

Wed, Oct 14

TDK PositionSenseTM offers ‘Smart Perception’ for wearables, mobile, robots, and other Physical AI devices

TDK introduces new dual-die, stray-field robust motor position sensor for ASIL D fail operational applications

TDK X Series SMD Varistors for Industrial Transient Protection

Wed, Oct 7

Seagate and Toshiba battle for TDK's HDD head business, a critical hard drive component

TDK expands multilayer inductors for automotive power over-coax circuits

Fri, Oct 2

[News] Toshiba to Double AI Data Center HDD Capacity by FY2027 With $380M Expansion as AI Storage Demand Surges

Thu, Oct 1

TDK presents DC-link capacitors rated for up to +135 °C in automotive and industrial applications

Tue, Sep 22

TDK Expands Compact 500V Snap-In Capacitors for AI Servers

Sat, Jun 13

DC-Link Capacitors Cater to SiC Power Conversion

Thu, Jun 4

TDK Releases DC-link Film Capacitors with Ultra-low Inductance for SiC Power Converters

Mon, Jun 1

Infineon Joins Nvidia MGX Ecosystem for 800 VDC AI Power Architectures

Sat, May 30

HV AI Data Centers DC Protection, New Space GaN Ecosystem, SSTs Adoption in Power Networks: Power Electronics Week Insights

Fri, May 29

Vishay Expands IHXL Inductor Series with High-Current Devices

Wed, May 27

TDK launches stray-field immune Hall sensor for EV motors

Tue, Apr 14

Solid-state transformers’ path from concept to common

Chip Teardown Lab2 opened

Component price indexNPI, vs. prior period

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