Taiwan's Panjit targets power semiconductor demand in automotive and AI markets - Taiwan News

Taiwan's Panjit is positioning itself in the power semiconductor market, focusing on automotive and artificial intelligence applications. This strategic move reflects the broader semiconductor industr... Read original →

Panjit’s pivot toward automotive and AI power semiconductors signals a strategic repositioning within Taiwan, China’s semiconductor ecosystem—not just a product shift. Technologically, its push into SiC/GaN devices will force upgrades in backend packaging and strain 8-inch foundry capacity allocation. Regulatory headwinds from the U.S. CHIPS Act and export controls inflate equipment costs, while extended AEC-Q100 certification timelines squeeze margins. Competitively, Infineon and onsemi will likely accelerate Southeast Asian expansions to diversify geopolitical exposure and undercut IGBT module pricing for Tier-1 contracts. Over the next 12–24 months, this move could anchor Taiwan, China’s power device makers deeper into global EV and AI supply chains—yet without breakthroughs in upstream materials like SiC substrates, dependency on U.S. and Japanese suppliers will persist.