rohm and infineon team up to standardize sic power semiconductor packaging

2025-09-25 general

Munich, Thursday, 25 September 2025.
rohm and infineon are joining forces to standardize silicon carbide (sic) power semiconductor packages. this will allow customers to source compatible products from both companies. this collaboration addresses supply chain diversification and geopolitical risks. interchangeable specifications will ensure greater flexibility and security. infineon holds a 20% global market share in power semiconductors. denso, a rohm collaborator, also invests in infineon. this strategic move provides customers with more options in a volatile semiconductor market where three chinese companies are now top players.

sic package standardization

The collaboration focuses on silicon carbide (SiC) power semiconductors, which are crucial for energy-efficient applications [1]. ROHM and Infineon will develop standardized packages for some SiC power semiconductor products [1]. This allows customers to procure from either company, enhancing supply chain resilience [1]. The specifications will be shared to ensure compatibility [1]. Peter Wawer, Infineon’s Division President for Power and Sensor Systems, emphasized that this partnership will enhance supply chain diversity and resilience [2].

market reaction and stock sentiment

Initial market sentiment appears positive. On Yahoo! Finance, 66.67% of users expressed a strong desire to buy ROHM stock, while 33.33% indicated they wanted to buy [6]. Comments from investors suggest confidence in ROHM’s stability and future prospects [6]. One user stated that ROHM showed the most stability [6]. Another user admitted they were so impressed that they might buy the stock the next day [6]. This collaboration is viewed as a strategic move to enhance long-term growth [2].

nikkei 225 and broader market context

The Nikkei 225 index closed up by 0.23% today, reflecting overall market positivity [7]. However, the semiconductor sector faces some volatility [1]. TSMC’s stock experienced a recent decline due to wafer pricing concerns [1]. Despite this, the ROHM-Infineon partnership signals confidence in the power semiconductor market [1]. Infineon is a major customer of TSMC, highlighting the interconnectedness of the semiconductor supply chain [1]. This collaboration could mitigate risks associated with relying on a single supplier [1].

implications for investors

For investors, this collaboration represents a strategic alignment between two major players in the power semiconductor market [1]. The standardization of SiC power device packages enhances flexibility and reduces risks associated with supply chain disruptions [4]. Denso’s investment in both ROHM and Infineon further solidifies the partnership’s potential [1]. Securing access to critical components is paramount [2]. This move may positively influence investor confidence in ROHM (6963.T), potentially driving up its stock value [6].

Bronnen

semiconductors collaboration