AC-DC and DC-DC modules, power supplies and magnetics. Finished power hardware rather than the devices inside it.
The week ending 1 October brought AI deeper into chip design, advanced packaging closer to the centre of semiconductor development and another step towards 800 VDC data centres. Alongside new manufacturing capacity and more capable embedded processors, the common theme was practical: turning ambitious technology into systems that can actually be built.
Vishay has introduced four SOT-227 power modules using 650 V superjunction MOSFET technology, aimed at drop-in use in existing designs.
Starship has reached orbit and deployed 26 Starlink V3 satellites. The mission creates a route to much greater network capacity but also increases the processing, radio frequency, optical and power demands carried by each spacecraft.
DG Matrix says its Interport solid-state transformer platform can now deliver 400 kW from broadly the same power-module footprint previously used for 200 kW, following further work with STMicroelectronics on silicon carbide power devices.
Advanced Energy has introduced the first product in its Defiant Future family, offering equipment manufacturers a standard power supply for harsh operating environments.
The week ending 24 September showed how far demand for AI infrastructure is reaching into the electronics supply chain. Memory, optical links, power components, production equipment and country of origin are all becoming part of the same calculation.
GaN and SiC can cut losses and shrink power stages, but the gain can disappear through poor gate drive, layout, protection or thermal design.
The catalogue number is usually tied to a temperature-rise test. Contact loading, wire size, ambient temperature and ageing decide what the connector can carry in the real assembly.
The bench test passed, efficiency looked acceptable and the pin-compatible module fitted. In the assembled product, case temperature rises toward shutdown after twenty minutes. What would you check first?
Anthropic's chief executive called for a slower advance at the AI frontier, and semiconductor shares fell on Monday. The market reaction is real. Whether accelerator, memory, networking and power orders change is a separate, more useful question for design and purchasing teams.
Infineon and SolarEdge are extending their partnership to solid-state circuit breakers using CoolSiC JFETs for 800 VDC AI data centre power distribution.
