ROHM Introduces 650V IGBTs with Industry-Leading Low Loss

Roshow Technology stated on an interactive platform on October 9 that its 8-inch silicon carbide substrate wafers have begun generating sales. The company said some samples have been sent to leading domestic customers for testing and verification, and that work on capacity building, yield improvement, and market expansion is continuing to advance.

Wolfspeed shares catapulted more than 25% in early post-market trading on Wednesday after the company received a $1.5B, 30-year conditional loan commitment from the U.S. Department of War. The long-term financing is intended to support domestic development and production of silicon carbide materials and wide bandgap power devices, with an additional focus on U.S. national security applications. Wolfspeed plans to use the funds to upgrade its gallium nitride epitaxy capabilities for next-generation communications infrastructure and electronic warfare systems, and to develop radiation-hardening capabilities for its current SiC and future GaN products, drawing on its manufacturing facilities in North Carolina, New York and Arkansas. Under the loan terms, Wolfspeed would be required to issue to the DoW VWAP-based warrants to purchase, in the aggregate, up to 7.5% of Wolfspeed's fully diluted equity, with the warrants issuable in proportion as and when financing tranches are funded. CEO Robert Feurle said the scale and 30-year tenor of the conditional commitment reflects the long-term importance of the technology and manufacturing capabilities Wolfspeed has built in the United States.

Infineon Technologies Manufacturing (Thailand) opened a new plant in Samut Prakan province on October 1, 2026, with Prime Minister Anutin Charnvirakul presiding over the ceremony, joined by Deputy Prime Minister and Finance Minister Ekniti Nitithanprapas. The plant received investment promotion from the BOI with an investment value of over 48 billion baht, covering the production of power control chip systems, integrated circuit and wafer testing, as well as research and development of semiconductor products. The plant is Infineon's third power control chip system production base, following Germany and China, starting with phase 1 and with plans to expand up to 5 phases. If all 5 phases are completed, it will be Infineon's largest assembly and testing production base in the world, with a total cleanroom area of 150,000 square meters, roughly twice the size of the company's current largest plant. Infineon plans to employ more than 5,000 Thai personnel in total, or approximately 1,000 people per phase, while the BOI has set conditions requiring the development of more than 600 Thai personnel in science and technology and the sending of more than 130 Thai personnel for specialized technology training abroad.

United Nova Technology released its third-quarter earnings forecast on the evening of the 28th, expecting revenue of approximately 7.766 billion yuan for the first three quarters of 2026, up about 43.23% year on year, with net profit of approximately 681 million yuan, turning from a loss to a profit compared with the same period last year. In institutional research, the company said it had initiated price adjustments in the third quarter across all product categories including MOSFETs, IGBTs, silicon carbide, and analog chips, with an overall adjustment range of 15% to 25%. The price increases have now been fully implemented across all business segments, with an actual blended implementation rate of about 15%, and the revenue and gross margin elasticity from the price increases will begin to show in the third quarter and be released in the fourth quarter. On capacity, United Nova Technology's monthly production capacity for 8-inch silicon carbide wafers has reached 7,000 wafers, with plans to rapidly expand to 15,000 wafers per month. In addition, the company has fully completed its subscribed capital contribution to the joint venture United Nova Advanced, with cumulative paid-in registered capital of 2.129 billion yuan, and a 25.1% stake making it the largest shareholder. The funds are earmarked for the fourth-phase project of United Nova Advanced, which has a total investment of about 20 billion yuan and a capital base of 12 billion yuan, and is planned to build a 12-inch automotive-grade mixed-signal chip production line with monthly capacity of 50,000 wafers. CSC Financial said United Nova Technology has turned profitable and has moved from scale construction into a profit release channel.