A comprehensive overview of the current state of affairs in the electronic components industry, highlighting notable developments and emerging trends from November 21, 2025 to November 27, 2025.
1.Title: Nvidia’s LPDDR Pivot Puts Fresh Strain on DRAM, Server Memory Prices May Double by 2026
Date: November 21, 2025
Summary: Nvidia’s pivot to LPDDR strains DRAM supply already skewed toward HBM, risking a server-memory price doubling by 2026 and further tightening the semiconductor supply chain.
Key Details:
Keywords: LPDDR, DDR5, DRAM, HBM, AI servers
Manufacturers: Nvidia
Impacted Products: Server memory (LPDDR-based), DDR5 modules, High-bandwidth memory (HBM), Conventional DRAM
Insight:
Nvidia’s LPDDR adoption forces fabs to reallocate from DDR/HBM, compounding tight DRAM supply. Expect steeper cloud TCO as memory costs rise sharply into late-2026.
2.Title: Wolfspeed Launches 1200 V/700 A SiC YM Six-Pack Power Module for E-Mobility Inverters
Date: November 24, 2025
Summary: Wolfspeed launched a 1200 V/700 A SiC six-pack YM power module, targeting e-mobility and high-power inverters with enhanced packaging and cooling for greater reliability and efficiency.
Key Details:
Keywords: SiC, 1200 V, 700 A, Six-Pack Module, YM Package
Manufacturers: Wolfspeed
Impacted Products: electric vehicle (EV) powertrain modules, SiC MOSFE-based power modules
Insight:
SiC six-pack modules with YM packaging simplify integration for EV/industrial inverters, boosting power density and thermal performance while easing transition from IGBT designs.
3.Title: Knowles Introduces Non-Magnetic X7R Low-Loss FM2 MLCCs for Medical & RF Applications
Date: November 24, 2025
Summary: Knowles introduced the FM2 series of non-magnetic, low-loss X7R MLCCs featuring low ESR and high Q — ideal for medical imaging, RF, and high-frequency applications.
Key Details:
Keywords: MLCC, FM2, X7R, Low Loss, Non-Magnetic, Capacitor
Manufacturers: Knowles Corporation
Impacted Products: high-frequency circuits, noise-sensitive or EMI-sensitive electronic systems
Insight:
Non-magnetic, low-loss MLCCs reduce ESR and interference — essential for high-Q / low-noise RF and medical equipment, enabling better performance in demanding applications.
4.Title: STMicroelectronics Unveils Industrial Low-Side Smart Power Switch IC for Automation & Load Control
Date: November 25, 2025
Summary: STMicroelectronics’ industrial low-side smart power switch IC features overload, short-circuit, wire-break, and thermal-shutdown protection for PLCs, servo drives, and industrial load control.
Key Details:
Keywords: Low-Side Switch, Intelligent Power Switch (IPS), Industrial Automation
Manufacturers: STMicroelectronics
Impacted Products: Low-side switch ICs for industrial loads, PLC peripherals, motor/servo drivers, industrial PC peripherals
Insight:
Embedded protection and diagnostics in low-side switch ICs lower system complexity and increase safety — ideal for robust industrial automation and load-control applications.
5.Title: MikroElektronika LightRanger 14 Click — High-Precision dToF Depth Sensor for Robotics & SLAM
Date: November 25, 2025
Summary: MikroElektronika’s LightRanger 14 Click board, using ams OSRAM’s TMF8829 multi-zone dToF sensor, provides precise distance and depth measurement from 10 mm to 11 m for SLAM, robotics, and gesture recognition.
Key Details:
Keywords: LightRanger 14 Click, TMF8829, dToF sensor, depth measurement, SLAM
Manufacturers: MikroElektronika, ams OSRAM
Impacted Products: Click-board development kits, Robotics modules, SLAM / mapping systems
Insight:
Modular dToF depth sensor boards like LightRanger 14 simplify rapid prototyping and integration of 3D sensing — speeding deployment for robotics, SLAM, and depth-aware applications.
6.Title: TDK-Lambda GUS Series Gains 600 W and 1000 W Compact Industrial Power Supplies
Date: November 25, 2025
Summary: TDK-Lambda adds 600 W and 1000 W models to its GUS series, featuring high efficiency, low noise, and compact design for automation and test systems.
Key Details:
Keywords: TDK-Lambda, GUS series, industrial power supply, compact AC-DC
Manufacturers: TDK-Lambda (part of TDK Corporation)
Impacted Products: Industrial automation equipment, Semiconductor fabrication tools
Insight:
New compact, efficient 600 W/1000 W industrial PSUs reduce footprint and energy consumption — enabling tighter integration and cost-effective power delivery for automation and test-system infrastructure.
7.Title: Vishay Introduces 1500 V SMD-8 Solid-State Relay for High-Voltage Battery Monitoring
Date: November 26, 2025
Summary: Vishay’s VORA1150 solid-state relay offers 1500 V rating, high isolation, and low leakage for 800 V battery monitoring and other high-voltage systems.
Key Details:
Keywords: VORA1150, solid-state relay, 1500V, SMD-8, EV battery monitoring
Manufacturers: Vishay Intertechnology
Impacted Products: EV battery management systems (BMS), EV onboard chargers, Pre-charge relays
Insight:
High-voltage SSRs like VORA1150 support safe, reliable battery isolation and monitoring at 800 V+, enabling compact, silent, maintenance-free switching in EV and energy-storage systems.
8.Title: ROHM 100 V MOSFET Enhances 48 V Hot-Swap Designs for AI Servers and Industrial Systems
Date: November 26, 2025
Summary: ROHM’s RS7P200BM 100 V MOSFET combines wide SOA and low RDS(on), optimized for 48 V hot-swap AI servers and industrial battery protection, enhancing power density and thermal efficiency.
Key Details:
Keywords: ROHM, RS7P200BM, MOSFET, 100 V, 48 V hot-swap, AI servers
Manufacturers: ROHM Semiconductor
Impacted Products: 48 V server power modules, AI server hot-swap boards, industrial battery protection circuits
Insight:
Wide SOA and low RDS(on) make ROHM’s 100 V MOSFET ideal for next-gen 48 V AI server architectures, balancing efficiency, thermal control and compact power design requirements.
9.Title: AI Era Memory Push — SK hynix & Samsung Reveal GDDR7, LPDDR6 and HBM4 Roadmap
Date: November 27, 2025
Summary: SK hynix and Samsung unveiled next-gen GDDR7, LPDDR6, and HBM4 memory solutions to meet surging AI and HPC bandwidth and capacity demands.
Key Details:
Keywords: Samsung, GDDR7, LPDDR6, HBM4, AI memory, high-bandwidth memory
Manufacturers: SK hynix, Samsung Electronics
Impacted Products: High-bandwidth GPUs, AI servers, data center accelerators, HPC systems
Insight:
Next-gen memory like LPDDR6, GDDR7, and HBM4 signals a supply shift — vendors race to deliver massive AI-driven bandwidth, intensifying DRAM supply strain.
10.Title: DDR5 Price Surge: 64 GB Kits Now Costlier Than a Gaming Console Amid Memory Crunch
Date: November 27, 2025
Summary: Fueled by tight supply and rising AI demand, 64 GB DDR5 modules have seen a sharp price increase, now exceeding the cost of a gaming console and driving up memory expenses.
Key Details:
Keywords: DDR5, memory price surge, 64GB RAM, supply shortage
Manufacturers: DRAM vendors (implicitly suppliers of DDR5 modules)
Impacted Products: PC desktops and laptops, workstations, servers reliant on DDR5
Insight:
Memory price spike from DRAM shortages squeezes PC and server BOMs — buyers face higher costs, while AI-driven demand deepens supply-side stress.
COMMENTS