Industry Insights

Infineon has completed its acquisition of Bangalore-based C2i Semiconductor, buying its digital power-control capabilities for AI data center power.

C2i's software-defined multiphase controllers and smart power stages will be integrated with Infineon's silicon, SiC and GaN power semiconductor portfolios.

Microchip's MTCH3380P and MTCH3240P are its first turnkey touch controllers for buttons, sliders and wheels in screenless HMI, with 12 on-chip ADCs sampling touch signals in parallel so responsiveness holds as sensor counts grow.

The MTCH3380P is priced at US$1.06 and the MTCH3240P at US$0.80 in 10,000-unit quantities.

ASML issued a rare blanket price increase to Samsung Electronics and SK Hynix: all EUV and DUV lithography parts for the Korean market rise 10% for deliveries from January 2027.

If the two Korean fabs accept, the move sets a precedent for Applied Materials, Tokyo Electron and other equipment vendors to follow with their own increases.

Infineon released a three-phase PSU reference design for AI server racks built entirely from its own parts — CoolSiC and CoolMOS, EiceDRIVER, XENSIV sensors and PSoC — with peak efficiency above 98%.

The design debuts at the OCP Global Summit in San Jose starting October 12.

Beijing Eswei Computing (01256.HK) debuted on the HKEX main board on October 9 at HK$1.55 per share, closing day one at HK$1.605 for a market capitalization of HK$35.4 billion. Founded in 2019 by BOE founder Wang Dongsheng, the company is China's largest domestic supplier of human-machine-interface chips and ranks third among Chinese vendors in RISC-V controller chips.

Revenue grew from RMB 1.75 billion in 2023 to RMB 2.43 billion in 2025, though cumulative net losses over the period reached RMB 4.9 billion on R&D spending that has long exceeded half of revenue. The bright spot is the computing-chip business: its revenue share jumped from 13.2% in 2025 to 45.1% in Q1 2026, driven by a RISC-V AI SoC program for large-model inference already adopted by a leading consumer storage maker.

The roughly HK$2.4 billion raised will fund chip R&D, RISC-V ecosystem building and potential strategic acquisitions.