ITM Semiconductor to Develop High-Voltage Motor Control Technology for Robots and Drones - thelec.net

ITM Semiconductor announced on June 8 that it has been selected as the lead company for South Korea's Ministry of Trade, Industry and Energy-backed 'Next-Generation System-in-Package (SiP) Core Techno... Read original →

South Korea’s selection of ITM Semiconductor to lead 80V-class SiP motor control development is a strategic move to close its domestic power semiconductor gap. This initiative will force upstream localization of MOSFET materials and packaging tools while compelling robotics OEMs to abandon discrete PCB designs for integrated SiP solutions. If ITM fails to achieve in-house MOSFET volume production by 2027, it risks project non-compliance and supply chain fragility amid global 8-inch wafer shortages. Competitors like Infineon and TI will likely tighten IP barriers in Asia-Pacific, while Taiwan, China-based players such as MediaTek may counter with AIoT ecosystem bundling. Within 18 months, high-voltage SiP will become the de facto standard for intelligent actuators, accelerating power density upgrades in drones and cobots—and positioning Korea at the core of next-gen motion control infrastructure.