公众号记得加星标⭐️，第一时间看推送不会错过。 （来 源 ： 内容 编译自 eenews ） 欧盟委员会已批准向捷克提供4.5亿欧元（约合36亿人民币）的援助计划，用于支持安森美半导体 （Onsemi）在捷克罗日诺夫波德拉德霍什捷姆（Rožnov pod Radhoštěm）建设碳化硅（SiC）功率 半导体制造厂。该项目将建立欧盟首条从晶体生长到成品器件的全集成碳化硅生产线，目标是在2027 年实现商业化生产。 对于 eeNews Europe 的读者而言，此举标志着欧洲电力电子供应链将得到极大推动，并显著扩大该 地区的碳化硅产能。同时，这也凸显了汽车、可再生能源和工业电力市场在寻求可靠的本地采购方面 所面临的新机遇。 欧洲首个此类碳化硅生产设施 捷克提供的4.5亿欧元直接拨款将支持安森美半导体（Onsemi）对这座新晶圆厂的16.4亿欧元整体投 资。据欧盟委员会称，该工厂将生产性能"目前在欧洲尚属首例"的下一代碳化硅（SiC）器件。 委员会为何批准 欧盟委员会依据《欧盟运作条约》第107条第3款(c)项批准了这项措施。该条款允许在特定条件下为 开展特定经济活动的项目提供国家援助。委员会的评估结论是，这项援助 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ： 内容来自半导体行业观察综合 ，谢谢 。 SK集团将作为龙头企业（牵头企业）参与政府的功率半导体开发项目，该项目是政府大力推进 的"15个超级创新经济项目"之一。这是韩国大型企业首次参与李在明政府的超级创新半导体项 目。此前，韩国半导体巨头一直对投资功率半导体持谨慎态度，而SK集团率先行动，因为政府提 出了涵盖整个供应链的公私合作模式。继SK集团之后，三星电子也已启动了功率半导体的内部市 场调研。 一位高级政府官员11月17日表示，"国内半导体企业表达了作为龙头企业参与功率半导体发展项目 的意愿"，并补充说，"政府将积极支持他们，组建由相关企业、部委和专家组成的推进团队，以确 保其全球竞争力。" 功率半导体是未来产业（例如人形机器人、电动汽车和数据中心）的关键产品，因为它们通过使用 碳化硅 (SiC) 等特殊材料来减少发热量和功率损耗。政府预计碳化硅半导体市场将以每年 20% 的 速度增长，到 2030 年达到 103 亿美元。 随着韩国半导体行业领军企业SK集团进军功率半导体市场，下一代芯片研发领域的竞争预计将会 加剧。政府计划由SK集团作为私营企业的代表 ...

Summary of SST Industry Conference Call Industry Overview - The conference call focused on the Solid State Transformer (SST) industry, particularly its applications in data centers and electric vehicle charging [1][2][3]. Key Points and Arguments - **Voltage Upgrade Trend**: There is a clear trend towards upgrading data center distribution voltage from 380/415 volts to higher levels, which can significantly reduce costs. This shift is driven by the need for increased cabinet capacity, which may rise from 10 kW to hundreds of kW or even MW levels [2][3]. - **SST Applications**: SST technology is being pushed by companies like NVIDIA, which has proposed an 800-volt architecture. This architecture defines two approaches: one based on traditional transformers with DC modules and another fully utilizing SST [2][3]. - **Domestic Market Competition**: In China, companies such as Huawei, Sungrow, and Delta are actively developing SST technology, but progress varies. Sungrow achieved breakthroughs in 35 kV applications during the 13th Five-Year Plan [1][4]. - **Testing and Reliability Concerns**: Current testing of SST in data centers faces challenges such as the lack of national standards, reliability validation, and technical difficulties with 10 kV hot-swappable designs. The next two to three years will focus on pilot projects to validate reliability and reduce costs [1][7][8]. - **Power Electronics Advantage**: Companies with expertise in power electronics are better positioned to develop SST technology compared to traditional mechanical manufacturers. Silicon Carbide (SiC) power semiconductors are identified as the primary choice for large-scale SST applications [1][9][10]. Additional Important Insights - **Market Dynamics**: The increasing demand for higher voltage levels in data centers is creating new applications for SST, particularly in the context of rising copper prices [2][3]. - **Integration of Functions**: SST integrates the functions of traditional transformers, Power Conversion Systems (PCS), and Uninterruptible Power Supplies (UPS), which is crucial for data center efficiency [16]. - **Future Projections**: SST is expected to see large-scale application by the end of 2027 or 2028, with current efforts focused on pilot projects to gather operational data [8]. - **Competitive Landscape**: Delta is noted for its strong performance in the data center sector, having initiated SST research as early as 2012. Other companies like Eaton and Schneider are also involved but have varying levels of product development and market presence [13][15]. Conclusion The SST industry is poised for growth, driven by technological advancements and increasing demand for efficient power solutions in data centers and electric vehicle charging. However, challenges such as market competition, cost reduction, and the establishment of standards remain critical for widespread adoption.

Group 1 - The core focus of Rohm is to accelerate the technological upgrade of silicon carbide (SiC) power semiconductors, positioning it as a growth engine for the company [5] - Rohm plans to shorten the upgrade cycle for SiC power semiconductors from 3-4 years to under 2 years by adopting a dual-team system to develop multiple generations of products simultaneously [5] - The company acknowledges the rapid development pace of Chinese competitors and aims to enhance its competitive edge through collaboration with Toshiba while waiting for market recovery [5] Group 2 - Rohm is facing its first final loss in 12 years in the fiscal year 2024, which ends in March 2025, due to a downturn in the semiconductor market [5] - The company is actively seeking solutions to navigate the challenging market conditions while focusing on technological advancements [5]

Core Insights - The semiconductor industry is undergoing rapid transformation driven by advancements in artificial intelligence, geopolitical changes, and increased government investments in domestic production [1] - The demand for high-performance chips is surging due to accelerated AI applications, while supply chain dynamics are reshaped by evolving trade policies and national security concerns [1] - Semiconductor technology is becoming indispensable across various sectors, including automotive, healthcare, and energy, necessitating continuous innovation and strategic adjustments [1] Demand Analysis - Semiconductors are essential for innovation and daily life, with strong and evolving market demand driven by technological advancements and industry needs [2] - The global semiconductor market is projected to grow from $627 billion in 2024 to $1.03 trillion by 2030, supported by advancements in data centers, AI, autonomous vehicles, smartphones, and other emerging technologies [3] Automotive Sector - The automotive industry is experiencing profound changes due to electrification, autonomous driving, and software-defined vehicles, increasing the role and value of semiconductors [5] - The electric vehicle (EV) market is expected to capture a significant share by 2030, driving demand for high-voltage power semiconductors like silicon carbide (SiC) [5] - The transition to electric and connected vehicles is expected to increase the semiconductor content per vehicle, with advanced driver assistance systems (ADAS) and high-performance computing (HPC) driving costs [15][22] Data Centers and Networking - The rise of generative AI applications has led to exponential growth in data generation and processing, making data centers and their servers critical for modern digital infrastructure [24] - By 2030, the global server market is expected to exceed $300 billion, driven by investments from cloud service providers and telecom companies [25] - The demand for specialized integrated circuits (ASICs) is increasing as major tech companies develop custom chips to reduce operational costs [25] Home Appliances - The home appliance market is becoming smarter due to AI and IoT technologies, leading to increased demand for AI processors and power management integrated circuits (PMICs) [54] - The integration of AI in traditional appliances is accelerating replacement cycles, while new products like AR/VR devices are gaining market recognition [55] Industrial Applications - Semiconductors are transforming various industrial sectors, supporting faster diagnostics and more efficient operations in healthcare, renewable energy, and smart manufacturing [94] - The demand for advanced semiconductors is expected to grow as industries integrate smart, automated, and AI-driven solutions [95]

Core Viewpoint - The semiconductor industry is experiencing a shift in focus from power semiconductors to emerging technologies like AI chips and HBM, leading to a changing competitive landscape where Japanese manufacturers are losing their previous advantages [1][2][29]. Group 1: Current Trends in Power Semiconductors - The demand for AI chips is surging due to the rise of large models, while HBM is gaining prominence in data storage due to its high bandwidth characteristics [1]. - Japanese manufacturers, once leaders in power semiconductors, are facing delays in capacity expansion and losing market share to domestic competitors in China [1][2][29]. Group 2: Japanese Manufacturers' Challenges - Japanese companies like Mitsubishi Electric, Fuji Electric, and Renesas are struggling with declining market shares and financial performance, with some reporting significant losses [9][22][25]. - The competitive landscape is shifting, with Japanese firms now holding only three positions in the global top ten power semiconductor manufacturers, all with market shares below 5% [7][12][25]. Group 3: Financial Performance of Key Players - ROHM reported a net loss of 50 billion yen for the fiscal year ending March 2025, marking its first annual loss in 12 years, while also facing a significant drop in operating profit [9][22]. - Renesas Electronics announced a record net loss of 175.3 billion yen in the first half of 2025 and has decided to abandon its plans to enter the silicon carbide (SiC) market [15][18][29]. Group 4: Market Dynamics and Competition - The rise of Chinese semiconductor companies is significantly impacting Japanese firms, with Chinese manufacturers rapidly gaining market share and driving down prices [29][30]. - The global electric vehicle market's slower-than-expected growth is affecting demand for power semiconductors, further complicating the situation for Japanese manufacturers [29][32]. Group 5: Strategic Responses and Future Outlook - Japanese companies are attempting to adapt by forming partnerships and seeking new market opportunities, but these efforts are often hindered by internal competition and lack of collaboration [25][35]. - The Japanese government is pushing for increased investment in the semiconductor sector, aiming to boost the market share of domestic companies, but challenges remain in execution and coordination [35].

Core Viewpoint - The semiconductor industry is experiencing a shift in focus from power semiconductors to emerging technologies like AI chips and HBM, leading to a decline in the prominence of power semiconductor manufacturers, particularly in Japan [4][5]. Group 1: Current Landscape of Power Semiconductors - The demand for power semiconductors is expected to grow due to the rapid development of industries such as electric vehicles, photovoltaics, and wind power, alongside the adoption of wide-bandgap semiconductor materials [7]. - Japanese manufacturers, once dominant in the power semiconductor market, are facing challenges as their expansion plans are delayed, resulting in a loss of market share [10][11]. - In 2024, only three Japanese companies remain in the global top ten power semiconductor manufacturers, with each holding less than 5% market share [11][12]. Group 2: Challenges Faced by Japanese Manufacturers - Rohm has reported a net loss of 50 billion yen for the fiscal year ending March 2025, marking its first annual loss in 12 years, and has had to scale back its investment plans significantly [15][16]. - Toshiba's collaboration with Rohm has stalled, and its investments in power semiconductors have not yielded expected returns, leading to a slowdown in its growth [19][20]. - Renesas Electronics has announced a net loss of 175.3 billion yen in the first half of 2025 and has decided to abandon its plans to enter the silicon carbide (SiC) market due to competitive pressures and market conditions [21][22][24]. Group 3: Reasons for the Decline - Internally, Japanese companies struggle with a lack of trust and collaboration, which hampers their ability to integrate and innovate effectively [32][33]. - Externally, the rise of Chinese semiconductor companies has intensified competition, with these firms rapidly gaining market share and driving down prices, putting pressure on Japanese manufacturers [34][36]. - The global electric vehicle market has not developed as anticipated, leading to overcapacity and insufficient returns on investments made by Japanese firms [34]. Group 4: The Rise of Chinese Semiconductor Companies - Chinese companies are rapidly establishing themselves in the power semiconductor market, leveraging low energy costs and a large domestic market to achieve scale and reduce costs [36][38]. - Companies like Tianjiao and Tianyue have emerged as leaders in the silicon carbide substrate market, significantly impacting the competitive landscape [36][39]. - The technological gap between Japanese and Chinese firms is narrowing, with Chinese companies quickly catching up in both silicon and silicon carbide technologies [40]. Group 5: Future Outlook - The Japanese power semiconductor industry must undergo significant restructuring and collaboration to regain competitiveness in the global market [42][43]. - There is a need for Japanese companies to diversify their product offerings beyond electric vehicles and focus on emerging markets such as industrial automation and energy [43].

Core Viewpoint - The semiconductor industry is experiencing a shift in focus from power semiconductors to emerging technologies like AI chips and HBM, leading to a decline in the competitive position of Japanese power semiconductor manufacturers [2][26]. Group 1: Current Landscape of Power Semiconductors - The demand for AI chips is surging due to the rise of large models, while HBM is gaining prominence in data storage [2]. - Japanese manufacturers, once leaders in power semiconductors, are facing delays in capacity expansion and losing market share to domestic competitors [2][6]. - The global power semiconductor market is witnessing a shift, with Japanese firms' market share dropping significantly, as they now hold only three positions in the top ten rankings [6][7]. Group 2: Financial Performance of Japanese Firms - Rohm reported a net loss of 50 billion yen for the fiscal year ending March 2025, marking its first annual loss in 12 years [9]. - Mitsubishi Electric's expansion plans for a new power semiconductor factory have been postponed, reflecting a broader trend of reduced investment in the sector [19][20]. - Renesas Electronics announced a record net loss of 175.3 billion yen in the first half of 2025 and has abandoned its plans to enter the silicon carbide (SiC) market [15][16]. Group 3: Competitive Challenges - Japanese firms are struggling against fierce competition from emerging Chinese companies, which are rapidly gaining market share and driving down prices [27][30]. - The lack of collaboration and trust among Japanese semiconductor companies is hindering their ability to respond effectively to market changes [25][33]. - The Japanese power semiconductor industry is facing a critical juncture, with the need for strategic adjustments to regain competitiveness [32][33]. Group 4: Future Outlook - The Japanese government is attempting to support the power semiconductor sector through subsidies and strategic initiatives, but the effectiveness of these measures remains uncertain [6][33]. - Companies must shift their focus from solely electric vehicle applications to other growth areas such as industrial automation and energy to diversify their product offerings [33]. - The competitive landscape is evolving, and without significant changes in strategy and collaboration, Japanese firms may continue to struggle in the global market [32][33].

Core Viewpoint - JS Foundry, a Japanese wafer foundry, filed for bankruptcy after failed negotiations for SiC technology collaboration, despite initial government support and a brief operational history [1][2][3]. Group 1: Company Background - JS Foundry was established in 2022 and operates a 41-year-old wafer plant previously owned by Sanyo and later by ON Semiconductor [3]. - The company had a revenue of $68 million in its first operational year, a significant increase from $17.6 million the previous year [3]. - JS Foundry has a debt of $110 million and employed 550 staff members [3][4]. Group 2: Market Context - The power semiconductor market is facing challenges due to a slowdown in electric vehicle sales and increased competition from China [4]. - Notable competitors, such as Wolfspeed, have also filed for bankruptcy, and Renesas Electronics has abandoned plans to start SiC production later this year [4]. Group 3: Government Support and Investment - The Japanese central government and Niigata Prefecture planned to provide subsidies worth billions of yen for equipment investment in JS Foundry [4]. - The company was co-founded by Mercuria Investment and Sangyo Sosei Advisory, backed by the Development Bank of Japan [3][4].

Core Viewpoint - The power semiconductor market is deteriorating, leading to continuous capital outflow, exemplified by JS Foundry's bankruptcy filing due to challenges in customer acquisition and financial difficulties caused by the rise of Chinese competitors [1][2]. Group 1: Company Overview - JS Foundry, established in December 2022 with investments from the Japan Policy Investment Bank and others, has a total debt of 16.1 billion yen and employs approximately 550 people, with around 200 outsourced to other companies [1]. - The company acquired its Niigata factory from ON Semiconductor in 2022, which was originally built in 1984 by Sanyo Electric [2]. Group 2: Financial Performance - JS Foundry's revenue has significantly declined from approximately 10 billion yen at its inception to an expected 2.6 billion yen in the fiscal year ending December 2024 [2]. - The company had anticipated growth driven by electric vehicle demand, but this growth has not materialized as expected, leading to a worsening market situation starting in the second half of 2023 [2]. Group 3: Industry Context - The rise of Chinese power semiconductor manufacturers has hindered JS Foundry's ability to develop new customers, contributing to its financial struggles [1][2]. - Other companies in the power semiconductor sector, such as Wolfspeed and Rohm, are also facing significant challenges, with Wolfspeed filing for Chapter 11 bankruptcy and Rohm expecting its first net loss in 11 years due to investments in this sector [2].