NuAxiSemiconductor trade intelligence
HV AI Data Centers DC Protection, New Space GaN Ecosystem, SSTs Adoption in Power Networks: Power Electronics Week Insights
What happened
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.
Impact and signal
Low impactImpact score: 25/100
Affected components and suppliers
Power ModulesSiC ModulesGaN SemiconductorsOptocouplers
TDK CorporationMicrochip TechnologySTMicroelectronicsInfineon TechnologiesVishay IntertechnologyTexas Instruments
power-modulesicganai-datacenteroptocoupler
Source and time
Source: Power Electronics News · 5/29/2026 · View original source
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