• RIR Power Electronics Launches 1200 V SiC Merged-PiN Schottky Diodes for Next-Generation Electrification

    RIR Power Electronics Launches 1200 V SiC Merged-PiN Schottky Diodes for Next-Generation Electrification

    2 Min Read

    RIR Power Electronics Limited introduced a new family of Silicon Carbide (SiC) Merged-PiN Schottky (MPS) diodes, advancing power device performance for electric vehicles, industrial power systems, and energy infrastructure. By combining Schottky and PiN structures in a single monolithic device, the SiC MPS architecture addresses long-standing trade-offs between efficiency, high-voltage blocking, and ruggedness, delivering real-world reliability at high power and temperature.

    Positioned for the next phase of global electrification across transportation, renewables, data centers, and industrial infrastructure, the devices leverage SiC’s inherent advantages—higher operating voltages, faster switching, and superior thermal behavior—to boost power density while reducing system losses.

    Key advantages

    • High surge current capability for inrush, short-circuit, and grid-disturbance events
    • Low leakage at elevated temperatures for stable, predictable operation
    • Improved avalanche and blocking robustness for DC-link and grid-tied systems
    • Near-zero reverse recovery for ultra-fast, low-loss switching
    • Higher system reliability with reduced need for snubbers, over-design, and derating

    Target applications

    • EVs and HEVs (traction, OBC, DC-DC)
    • Data centers and AI power infrastructure
    • Renewable energy and grid systems
    • Industrial drives and motion control
    • Aerospace and defense platforms
    • Green hydrogen and electrolysis systems

    “With our new 1200 V SiC MPS diodes, RIR is making high-performance Silicon Carbide more accessible, reliable, and deployment-ready,” said Dr. Harshad Mehta, Non-Executive Chairman, RIR Power Electronics Ltd. “Backed by decades of high-power semiconductor expertise, we are enabling designers worldwide to harness the full potential of SiC—confidently and efficiently—across the most demanding applications, including EVs, data centers, renewables, industrial systems, aerospace, and green hydrogen.”

    Original – RIR Power Electronics

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  • Vishay Intertechnology Reports Q4 2025 Results and Issues Q1 2026 Outlook

    Vishay Intertechnology Reports Q4 2025 Results and Issues Q1 2026 Outlook

    1 Min Read

    Vishay Intertechnology, Inc. reported fourth-quarter 2025 revenues of $800.9 million, with gross margin of 19.6% that included an approximately 130-basis-point headwind related to Newport. GAAP EPS was $0.01. The quarter’s book-to-bill was 1.20, including 1.27 for semiconductors and 1.13 for passive components, and backlog exited the quarter at 4.9 months.

    Management noted that Q4 capped a year of steady improvement, with revenue up 1.3% sequentially on broadening demand in industrial and AI-related power applications and strength across all channels, led by distribution. Orders reached a three-year high, positioning the company for 2026 with a focus on competitive lead times, market outperformance, and continued execution on its strategy to accelerate revenue growth, elevate profitability, and enhance returns.

    Outlook for Q1 2026:

    • Revenue expected between $800 million and $830 million
    • Gross margin expected at 19.9% ± 50 bps, including an estimated 50–75 bps negative impact related to Newport

    Original – Vishay Intertechnology

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  • Wolfspeed Reports Q2 FY2026 Results, Fortifies Balance Sheet and Advances SiC Strategy

    Wolfspeed Reports Q2 FY2026 Results, Fortifies Balance Sheet and Advances SiC Strategy

    3 Min Read

    Wolfspeed, Inc. reported second-quarter fiscal 2026 results and outlined actions to strengthen its capital structure while accelerating its silicon carbide roadmap. The company received approximately $700 million in Section 48D cash tax refunds and used $175 million of the proceeds, net of make-whole premiums, to retire long-term debt. Cash, cash equivalents and short-term investments totaled $1.3 billion as of December 28, 2025, supported by about $90 million of working capital improvements (excluding liability management costs).

    Operating costs and capital expenditures were further reduced ahead of plan, yielding an annualized operating-expense reduction of roughly $200 million, while capex declined about 90% versus the year-ago quarter, limited to previously committed projects. Wolfspeed completed the shutdown of 150 mm device production at its Durham fab one month early and shifted device output to the 200 mm Mohawk Valley Fab.

    In parallel, the company demonstrated a single-crystal 300 mm silicon carbide wafer, underscoring long-term optionality beyond power devices and its commitment to technology leadership. AI datacenter revenue grew approximately 50% sequentially, becoming a modest but expanding contributor. Additional customer wins included onboard charger systems for Toyota BEVs and high-performance industrial and renewable inverters for Hopewind.

    Quarterly financials (Q2 FY2026):

    • Consolidated revenue: approximately $168 million (including $76 million from the Mohawk Valley Fab)
    • GAAP gross margin: (46)% ; Non-GAAP gross margin: (34)%
      • Both margins include $48 million of underutilization costs and $23 million of inventory fair-value step-ups from fresh start accounting, fully recognized in cost of revenue, net
    • Fresh start accounting: all assets and liabilities remeasured to fair value; recorded a $1.1 billion gain in “Reorganization items, net” in the predecessor period; the resulting mix of lower PP&E and additional intangibles is expected to reduce ongoing depreciation and amortization by about $30 million per quarter as inventory turns
    • GAAP net loss: $151 million; adjusted EBITDA: ($82) million

    Management commentary emphasized disciplined execution following the financial restructuring, continued diversification into mid- and high-voltage verticals such as AI datacenters, and progress in materials with 300 mm SiC. The company also highlighted balance-sheet actions to reduce leverage and interest expense, proactive alignment of production with demand to lower inventories and improve receivables, and significant improvements in operating cash flow driven by lower operating expenses and sharply reduced capex.

    Q3 FY2026 revenue is expected between $140 million and $160 million. The sequential decline reflects accelerated first-half purchasing as certain customers built inventory ahead of the Durham closure, second-sourcing activity during the bankruptcy process, and softer EV demand. Operating expenses are expected to be flat to slightly down sequentially. Due to ongoing fresh start accounting impacts, Wolfspeed is not providing numeric gross-margin guidance.

    Original – Wolfspeed

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  • Infineon Reports Q1 FY2026 Results, Raises Investment to Accelerate AI Data Center Power Capacity

    Infineon Reports Q1 FY2026 Results, Raises Investment to Accelerate AI Data Center Power Capacity

    2 Min Read

    Infineon Technologies AG reported Q1 FY2026 revenue of €3.662 billion, a segment result of €655 million, and a segment result margin of 17.9%. Management cited strong AI-driven demand for power supply solutions against an otherwise subdued market backdrop.

    Outlook for Q2 FY2026: assuming EUR/USD of 1.15, revenue is expected to be around €3.8 billion with a segment result margin in the mid-to-high-teens % range.

    Full-year FY2026 outlook: based on EUR/USD of 1.15, revenue is still expected to rise moderately year on year. The adjusted gross margin is guided to the low-40s % range and the segment result margin to the high-teens % range. Infineon lifted planned investments to around €2.7 billion (previously €2.2 billion) to accelerate manufacturing capacity for AI data center power supplies. The company now targets around €2.5 billion of revenue from this area in FY2027, after about €1.5 billion in the current fiscal year. Adjusted free cash flow is now expected to be around €1.4 billion (previously €1.6 billion), and free cash flow around €1.0 billion (previously €1.1 billion).

    “Infineon has made a successful start to fiscal year 2026,” said Jochen Hanebeck, CEO of Infineon. “The very dynamic demand for AI is providing strong tailwinds. To serve customers best, we are aligning capacity to rising demand and bringing forward investments, with a significant portion accelerating the ramp of our Smart Power Fab in Dresden, which opens this summer.”

    Original – Infineon Technologies

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  • Infineon Completes Sale of Thailand Backend Site to Malaysian Pacific Industries, Secures Long-Term Supply Agreement

    Infineon Completes Sale of Thailand Backend Site to Malaysian Pacific Industries, Secures Long-Term Supply Agreement

    1 Min Read

    Infineon Technologies AG has completed the sale of its backend manufacturing site in Bangkok/Nonthaburi, Thailand, to Malaysian Pacific Industries Berhad (MPI), a long-standing and trusted supplier. As part of the transaction, Infineon has entered into a long-term supply agreement with MPI.

    MPI, headquartered in Malaysia, provides outsourced semiconductor assembly, packaging and testing services through its Carsem subsidiaries and has served global customers for more than 50 years. MPI will assume operations along with all production-related employees, offering an excellent long-term outlook for the workforce.

    Infineon reiterated its commitment to Thailand’s vibrant semiconductor ecosystem and partner network. In January 2025, the company launched construction of a new backend fab in Samut Prakan, south of Bangkok. Together, the divestiture and the new investment optimize Infineon’s manufacturing footprint, aligning with its strategy to combine in-house production with reliable OSAT partnerships for greater efficiency and flexibility.

    Original – Infineon Technologies

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