Taiwan's Eris expects order surge after sanctions on Chinese competitor

The global power semiconductor supply chain is undergoing another reshuffling, following disruptions caused by Chinese chipmaker Nexperia in 2025 and more recently, the inclusion of China's Yangjie Te... Read original →

The EU’s sanctions on Yangjie Technology have severed its access to European automotive markets for MOSFETs and IGBT modules, triggering technical discontinuities across the power semiconductor stack—from SiC substrates to final testing—requiring full requalification of alternatives. Taiwan, China-based Eris may gain short-term order inflows, but faces soaring compliance burdens: customers now demand 100% non-Chinese ownership traceability, forcing BOM restructuring and third-party audits. Nexperia, spun off from NXP, is accelerating fab relocation from China to Germany and Malaysia while aligning with Infineon to form a ‘trusted supply chain coalition.’ Over the next 12–24 months, expect accelerated ‘technological decoupling’: Western automakers will mandate geopolitically low-risk chip sources for Tier 1 suppliers, reviving vertically integrated IDM models. This reshuffling marks a strategic pivot—from efficiency-driven to security-driven power semiconductor supply chains.