Insights

NVIDIA publicly names Navitas in its 800 VDC AI data center power ecosystem, and Navitas has demonstrated relevant GaN power hardware. But the public record does not yet prove a disclosed production socket inside an NVIDIA AI server package. The difference matters for power semiconductor strategy.

The 3D printing market is growing, but the real power analog IC opportunity depends on printer architecture, printhead control, and who owns the waveform socket.

A factual guide to the universal pricing logic used by semiconductor foundries. This post decodes the industry-standard cost structures for MPW (grid-based seat allocation) and Full-Mask NTO (layer-proportional NRE), providing the essential formulas for PMs and engineers before requesting a quote

Global standards like WAT and SBL exist everywhere, but in China, they operate under different pressures: speed, scale, and localization. Here is how to align your engineering expectations with the reality of Chinese mass production.

The email came at 2 AM. “Sample lots passed. No problem.” Three weeks later, 50,000 units failed. Here is why “No Problem” in China is actually a disaster waiting to happen.

Your CFO found a vendor offering 19% savings. Six months later, you’ve spent $3.7M fixing their mess. See the real math behind why “Cheap” OSATs are actually the most expensive choice.