LTSCT, Azuremoto to advance SiC, power semiconductor solutions - Evertiq

On July 10, 2026, India's L&T Semiconductor Technologies (LTSCT) and Taiwan-based Azuremoto Technologies signed a memorandum of understanding (MoU) to advance cooperation in silicon carbide (SiC) powe... Read original →

The LTSCT–Azuremoto SiC alliance represents a strategic fusion of India’s domestic manufacturing ambitions and Taiwan, China’s mature power semiconductor expertise. Technically, it will accelerate AI data centers’ shift toward 800V+ power architectures, forcing GaN to reposition in mid-to-low power segments, while spurring integration in BLDC and solar inverter control ICs. Compliance-wise, both parties face rising operational costs (15–20%) from U.S. CHIPS Act spillovers and India’s localization certification hurdles. Competitors like Infineon and STMicroelectronics may respond by bundling EDA tools with IP licenses, while onsemi could fast-track Vietnam-based production to hedge geopolitical exposure. If the partnership achieves automotive-grade SiC module volume within 12–24 months, it will unlock South Asia’s renewable and industrial automation markets, establishing a regional supply loop that bypasses traditional Western distribution channels.