SemiHow Named Top Materials, Parts and Equipment Company - thelec.net

South Korean power semiconductor fabless company SemiHow has been selected for the sixth group of the 2026 Top Materials, Parts and Equipment Companies program, a government-backed initiative aimed at... Read original →

SemiHow’s inclusion in the government-backed Top Materials, Parts and Equipment Company program marks a significant validation of its power semiconductor innovations. This move catalyzes upstream advancements in wafer and packaging technologies, especially in SiC and SJ MOSFETs, creating a self-reinforcing tech ecosystem. Collaborations with Samsung Foundry enhance production capabilities, but also expose the company to geopolitical risks amid U.S.-China tech decoupling. Competitors like SK-affiliated foundries may respond with aggressive pricing or strategic alliances. Over the next 12–24 months, demand for power semiconductors will surge in EVs and renewable energy, and SemiHow must scale quickly to avoid marginalization. While policy support remains strong, companies must navigate compliance costs and supply chain resilience to maintain global competitiveness.