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AI data centre-driven power semiconductor market enters new phase as 8-inch SiC shift accelerates

Chinese power semiconductor companies that expanded market share with low-priced supply have begun raising prices, a shift expected to accelerate South Korean companies\' move to 8-inch (200 mm) silicon carbide wafers. Global leaders are also lifting prices as AI data centre demand spreads supply shortages to MLCCs and power semiconductors. Domestic firms are lining up GaN and SiC production plans. The industry faces complex SiC processes and yield challenges, while the government is upgrading public fab infrastructure in the south and planning integrated R&D.

People

LG Electronics\' Choi Seok-ho and JM JECO\'s Choi Yoon-hwa named August Korea Engineer Award winners

South Korea\'s Ministry of Science and ICT and the Korea Industrial Technology Association (KOITA) named LG Electronics senior researcher Choi Seok-ho (최석호) and JM JECO CEO Choi Yoon-hwa (최윤화) as August 2026 winners of the Korea Engineer Award. Choi Seok-ho was recognised for applying biomimetic fluid-control design to fans used in air conditioners and air purifiers, improving airflow and energy efficiency. Choi Yoon-hwa was recognised for developing and commercialising copper-conductor-based power semiconductor packaging technology.

Industry

Electronica Shanghai 2026: Electrification and AI reshape electronic components landscape

At Electronica Shanghai 2026, exhibitors highlighted a shift in intelligent driving from maximising raw computing power to sustaining performance under limited power. Texas Instruments showcased scalable automotive SoCs and radar, while suppliers promoted sensors and high-voltage power components for faster charging and tougher thermal conditions. Connectors drew attention as higher voltages and growing in-vehicle data traffic raised demands for reliability. Discussions also focused on power delivery losses in data centres.