Since 2026, the power semiconductor sector has witnessed intensive global price hikes. In February, Infineon fired the first shot, with the first round of price hike notices taking effect on April 1, reflecting an increase of 5%–15%; STMicroelectronics issued its first price adjustment notice on March 24, effective April 26. Domestic manufacturers quickly followed suit, with Silan Micro and NCE Power taking the baton in March; Yangjie Technology adjusted prices for some new orders through distri
August 26, 2026
Abstract: In the first half of 2026, StarPower Semiconductor's revenue saw a slight decrease of 0.41%, net profit attributable to shareholders dropped by 76.40%, and the overall gross profit margin fell by 9.16 percentage points. Related businesses of NCE Power, Silan Microelectronics, and CRRC Times Electric are also facing varying degrees of profitability pressure. The semi-annual reports of the four companies indicate that although the power semiconductor industry has experienced localized pr
August 25, 2026
It is a domestic chip deeply rooted in consumer livelihoods, and also a touchstone for testing the compatibility between hardcore technology and the capital market. In China's semiconductor sector—a track characterized by enduring high popularity and extremely fierce competition—FMD has been deeply engaged for two decades, accumulating solid independent technology and mature mass production capabilities, yet repeatedly turning back on the path to capitalization. After three dashes for an IPO and
August 24, 2026
Abstract: Recently, Zeng Fanchen, General Manager of the Systems and Marketing Department at Texas Instruments (TI), accepted an exclusive media interview, clearly pointing out that the inflection point for the scale deployment of AI depends on scenario definition, the balance of underlying chip metrics, and toolchains that can lower the barrier to entry. In response to the industry trend that "the end of AI is energy," TI, as a chip solution provider, focused on showcasing its "cloud-edge colla
August 12, 2026
A power component for AI, which was unwanted at $1 just a year ago, has seen its price multiply by tens of times a year later. This component is the ISL99390FRZ-TR5935 from Renesas, a 90A Smart Power Stage (SPS) module. It is not a "mainstream" high-value AI chip like GPUs or HBM. In fact, in the second half of last year, there was abundant spot inventory, and no one paid much attention to it at around $1. Surprisingly, in May this year, its price surged to a peak of $40 to $50. Why did the pric
August 4, 2026
In 2026, the Power Management IC (PMIC) could be the "busiest" category in the entire semiconductor industry. AI servers are racing for it—the power consumption of a single AI server has surged to 30-100 kW, with power semiconductor consumption more than three times that of traditional servers; New Energy Vehicles (NEVs) are racing for it—the chip value per vehicle has risen to 4,500 RMB, and China's NEV penetration rate is approaching 50%; consequently, energy storage, fast charging, and indust
August 3, 2026
Traditional hair dryers feature unattractive designs and limited functions, largely ignoring aesthetics and user experience. Around 2023, given the maturity of high-speed brushless motor technology and the value-added functions of various accessories, the high-speed hair dryer market witnessed explosive growth. As a comprehensive "general store" for small home appliances, Xiaomi launched its high-speed water ion hair dryer, highlighting water ion hair care and an ultra-high-speed motor, which at
August 3, 2026
The AITO M9's smart headlight LDM (Light Driver Module) is the core module that enables pixel headlights, dynamic projection, and other functions. Today, we will tear it down to see exactly which chips are used inside. Teardown After removing the housing, we find a single PCB motherboard inside. The workmanship is solid, and the component partitioning is very clear. The biggest component on the PCB is the STMicroelectronics SPC58 series MCU, an automotive-grade microcontroller. This is the brain
July 22, 2026
Currently, STMicroelectronics has initiated a supplementary price increase for devices including MCUs (Microcontroller Units), power MOSFETs, and silicon carbide (SiC) starting June 28, 2026. Closely following this, Infineon's second round of price hikes for the year officially took effect on July 1. Prior to this, the company had already raised prices for power switches and related products. Reportedly, high-end categories such as SiC modules, automotive-grade modules, and high-voltage modules
July 22, 2026
As automotive electrification and intelligence evolve, headlights have long transcended their original purpose of "illuminating the road ahead" to become key carriers for perception and interaction. As the flagship model of a leading Chinese NEV startup, the NIO ES8's signature split-type headlights are not only a design highlight but also a culmination of technology. The officially touted "intelligent multi-beam headlights," combined with LiDAR, enable precise glare prevention. Therefore, in th
July 21, 2026
This article tears down the left-side headlight driver module from a high-spec AITO M9, to see exactly which key chips make up its hardware architecture. Teardown The teardown process was anything but smooth. This kind of automotive-grade module has glue-sealed joints and a rugged structure. After some brute-force effort, we finally managed to extract the complete internal PCB. Let's focus on the chips on it. First, the front side of the PCB. The layout is clear, with well-defined functional zon
July 19, 2026
On July 1, at the 2026 electronica China, Southchip Semiconductor showcased a variety of chips and system solutions, covering multiple application scenarios including high-end consumer electronics, automotive electronics, and industrial computing. Unlike the charging management, fast charging protocols, and battery management that the public is more familiar with regarding Southchip Semiconductor in the past, the product line exhibited by Southchip Semiconductor in the high-end consumer electron
July 16, 2026
On the journey of switching power supply design, we often encounter such a puzzle: why do we feel "omnipotent" at the beginning, only to suddenly experience a "flash of enlightenment" after breaking through the bottleneck? Behind this lies a profound psychological law—the Dunning-Kruger effect. "Blind Confidence" in the Cognitive Fog In 1999, Cornell University psychologists David Dunning and Justin Kruger discovered through experiments that: those with low ability tend to overestimate their com
July 16, 2026
At the recent media day hosted by Infineon in Shanghai, the company officially disclosed its latest strategic layout for 2026 and future business plans. By analyzing its latest adjustments, one can clearly see the core logic behind this semiconductor giant's organizational restructuring and business focus shift, as well as how these initiatives address the most pressing realities of energy consumption and hardware transformation in current AI data centers and the physical AI sector. Starting Jul
July 10, 2026
Power supply manufacturer Megmeet (002851) has officially embarked on the process of listing on the Hong Kong Stock Exchange. As of June 30, the total market capitalization of Megmeet's A-shares was approximately 97.263 billion RMB. On June 26, the Hong Kong Stock Exchange disclosed that Megmeet has submitted a listing application, aiming to achieve an A+H dual listing. The funds raised will be primarily used to expand the R&D team, invest in advanced R&D and testing equipment, optimize
July 2, 2026
On the landscape of China's semiconductor industry, ETA Solutions (Yutai Semiconductor) stands out as an enterprise that achieved "Chinese Unicorn" status a mere seven years after its founding. Behind this company is its founder, Gan Ge. With two decades of unwavering dedication, he has penned a remarkable growth story for "China Chips" in the critical arena of power management ICs (PMICs). From Berkeley to Silicon Valley: The Germination of a "Seed" Gan Ge's journey began at the University of C
June 2, 2026
In the microscopic battlefield of energy conversion, every switching instant determines the life or death of the system—this is not a metaphor, but the most brutal reality in DCDC converter design. I. The Essence of Power Conversion: The Temporal Art of Energy Transfer The core mission of any power converter is to achieve efficient transfer of energy forms in an imperfect physical world. Switching Mode Power Supplies (SMPS) abandon the "brute-force energy consumption" philosophy of linear regula
June 1, 2026
Recently, the official website of the Shanghai Stock Exchange revealed that the application by Southchip Semiconductor Technology Co., Ltd. (hereinafter referred to as "Southchip") for the issuance of convertible corporate bonds to unspecified investors has been registered and has taken effect. The total funds raised in this issuance will not exceed RMB 1,933.3811 million. The net proceeds, after deducting issuance costs, will be invested in the R&D and industrialization project of PMIC (Pow
May 25, 2026
Compiled by | ZeR0 Edited by | Moying The AI computing infrastructure sector has witnessed another blockbuster acquisition. As reported by Zhidx on May 20, Analog Devices Inc. (ADI), a U.S. analog chip giant, announced that it has reached a definitive agreement to acquire Empower Semiconductor in an all-cash transaction valued at $1.5 billion (approximately CNY 10.2 billion). The transaction is expected to close in the second half of this year. The expansion of data centers has driven a surge in
May 22, 2026
Author: Yunpeng | Editor: Moying In a chip category once monopolized by overseas giants, a Chinese company has truly ranked among the top in technical specifications based on years of accumulation and continuous innovative breakthroughs, bringing a fresh breeze to the industry. Recently, XinDongxi visited a "Little Giant" enterprise with specialized and sophisticated capabilities—Beijing Sevenstar Huachuang Microelectronics Co., Ltd., located in the Electronic City Science and Technology Park of
April 4, 2026
