AI Data Centers Move to 800 VDC: SiC and GaN Open a New Field for Power Devices
NVIDIA is driving 800 VDC distribution into deployment in 2026 with racks approaching 1 MW. The rebuilt power path means a new demand wave for SiC,… Oct 2026
Semiconductor Market Tops $700 Billion in H1 2026: A Mid-Year Data Review
WSTS data puts the global semiconductor market at $702 billion for the first half of 2026, up 102% year over year, led by memory. Where the… Sep 2026
Longer Lead Times, Rising Prices: Passive Components Become a 2026 Supply Risk
MLCC lead times have stretched from 4–8 weeks past 20 weeks, with Q3 2026 price increases of 8%–12%. AI servers and EVs are the two forces… Sep 2026