寬能隙功率元件（GaN 與 SiC） — 供應鏈地圖

“In 2025, 2024 and 2023, the Company’s largest customer, Apple, represented 17.7 %, 14.5 % and 12.3 % of consolidated net revenues”

— STM 20-F，申報於 2026-02-26 EDGAR · 查看原始申報文件 ↗

Apple 為 STMicroelectronics 之最大客戶，於 2025、2024 及 2023 年分別佔合併淨營收 17.7%、14.5% 及 12.3%。（以原文為準）

“The following customers represented 10% or more of our net revenue for the respective years: ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Customer ​ ​ ​ 2025 ​ 2024 ​ 2023 Avnet 32 % ​ 30 % ​ 27 % Salcomp Group 11 % ​ * ​ ​ 10 % Honestar Technologies Co., Ltd. ​ * ​ ​ 11 % ​ 18 %”

— POWI 10-K，申報於 2026-02-06 EDGAR · 查看原始申報文件 ↗

Avnet 在 2025、2024 及 2023 年分別佔 Power Integrations 淨營收的 32%、30% 及 27%。（以原文為準）

“The following customers represented 10% or more of our net revenue for the respective years: ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Customer ​ ​ ​ 2025 ​ 2024 ​ 2023 Avnet 32 % ​ 30 % ​ 27 % Salcomp Group 11 % ​ * ​ ​ 10 % Honestar Technologies Co., Ltd. ​ * ​ ​ 11 % ​ 18 %”

— POWI 10-K，申報於 2026-02-06 EDGAR · 查看原始申報文件 ↗

Salcomp Group 在 2023 年和 2025 年分別佔 Power Integrations 淨營收的 10% 和 11%。（以原文為準）

“The following customers represented 10% or more of our net revenue for the respective years: ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Customer ​ ​ ​ 2025 ​ 2024 ​ 2023 Avnet 32 % ​ 30 % ​ 27 % Salcomp Group 11 % ​ * ​ ​ 10 % Honestar Technologies Co., Ltd. ​ * ​ ​ 11 % ​ 18 %”

— POWI 10-K，申報於 2026-02-06 EDGAR · 查看原始申報文件 ↗

Honestar Technologies 是 Power Integrations 的客戶，在 2023 及 2024 年度各佔其淨營收 18% 及 11%。（以原文為準）

“In July 2023, the Company entered into the CRD Agreement with a customer, pursuant to which the customer agreed to provide the Company up to $ 2.0 billion in unsecured deposits. … with the potential for an increased variable rate of either 10 % or 15 % in connection with any inability of the Company to satisfy supply targets under a ten-year wafer supply agreement with the same customer. … Unsecured Customer Refundable Deposit Agreement, dated as of July 5, 2023, between Wolfspeed, Inc. and Renesas Electronics America Inc.”

— WOLF 10-K，申報於 2025-08-26 EDGAR · 查看原始申報文件 ↗

Renesas 同意向 Wolfspeed 提供最高 20 億美元的無擔保可退還存款，與一份十年晶圓供應協議相關。（以原文為準）

“Sales to WPG and Promate accounted for 53.0% and 19.3% of our revenue, respectively, for the fiscal year ended June 30, 2026”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

“Sales to WPG and Promate accounted for 53.0% and 19.3% of our revenue, respectively, for the fiscal year ended June 30, 2026”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

“We have established direct relationships with key OEMs, including Dell Inc., Hewlett-Packard Company, Samsung Group, and Stanley Black & Decker, Inc., most of whom we serve through our distributors and ODMs.”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

Alpha & Omega 透過經銷商和 ODM 服務 Dell 等主要 OEM。（以原文為準）

“We have established direct relationships with key OEMs, including Dell Inc., Hewlett-Packard Company, Samsung Group, and Stanley Black & Decker, Inc., most of whom we serve through our distributors and ODMs.”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

Alpha & Omega 已與 Hewlett Packard 等主要 OEM 建立直接關係，但多數透過經銷商和 ODM 服務 Hewlett Packard。（以原文為準）

“We have established direct relationships with key OEMs, including Dell Inc., Hewlett-Packard Company, Samsung Group, and Stanley Black & Decker, Inc., most of whom we serve through our distributors and ODMs.”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

Alpha & Omega 已與 Samsung 等主要 OEM 建立直接關係，並透過經銷商及 ODM 為其服務。（以原文為準）

“We have established direct relationships with key OEMs, including Dell Inc., Hewlett-Packard Company, Samsung Group, and Stanley Black & Decker, Inc., most of whom we serve through our distributors and ODMs.”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

Alpha & Omega 與 Stanley Black Decker 有直接合作關係，但主要透過經銷商和 ODM 服務。（以原文為準）

“Our ODM customers include Compal Electronics, Inc., Foxconn, Quanta Computer Incorporated, Wistron Corporation and Delta Electronics.”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

Alpha & Omega 的 ODM 客戶包括 Compal Electronics 等公司。（以原文為準）

“Our ODM customers include Compal Electronics, Inc., Foxconn, Quanta Computer Incorporated, Wistron Corporation and Delta Electronics.”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

Alpha & Omega 的 ODM 客戶包括 Foxconn。（以原文為準）

“Our ODM customers include Compal Electronics, Inc., Foxconn, Quanta Computer Incorporated, Wistron Corporation and Delta Electronics.”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

Alpha & Omega 的 ODM 客戶包括 Quanta Computer 等公司。（以原文為準）

“Our ODM customers include Compal Electronics, Inc., Foxconn, Quanta Computer Incorporated, Wistron Corporation and Delta Electronics.”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

Alpha & Omega 的 ODM 客戶包括 Wistron 等公司。（以原文為準）

“Our ODM customers include Compal Electronics, Inc., Foxconn, Quanta Computer Incorporated, Wistron Corporation and Delta Electronics.”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

Alpha & Omega 的 ODM 客戶包括 Delta Electronics。（以原文為準）

“Foundry Agreement dated as of January 10, 2002 between the Registrant and Shanghai Hua Hong NEC Electronics Company, Limited … Foundry Service Agreement dated as of November 2, 2009 between Alpha & Omega Semiconductor (Macau), Ltd. and Shanghai Hua Hong NEC Electronics Company, Limited”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

“The Company is amortizing intangible assets of patents and technology rights related to a license agreement with STMicroelectronics International N.V.”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

Alpha & Omega 正在攤銷一項與 STMicroelectronics 簽訂之授權合約相關的專利及技術權利無形資產。（以原文為準）

“a Master Supply Agreement, pursuant to which the Company continued to operate the RTP Fab and supply MACOM with Epi wafers and fabrication services (the "RF Master Supply Agreement") through the date the RTP Fab Transfer is completed (the "RTP Fab Transfer Date") … a Long-Term Epi Supply Agreement (the "Long-Term Epi Supply Agreement"), pursuant to which MACOM will purchase Epi wafers from the Company from the RTP Fab Transfer Date until the fifth anniversary of the RTP Fab Transfer Date”

— WOLF 10-K，申報於 2026-08-20 EDGAR · 查看原始申報文件 ↗

“Secured strategic AI data center platform wins with Great Wall, a leading China cloud infrastructure power supplier, expanding EliteSiC and silicon MOSFETs and controller content”

— ON 8-K，申報於 2026-08-03 EDGAR · 查看原始申報文件 ↗

onsemi 獲得 Great Wall 的策略性 AI 資料中心平台採用，擴大 EliteSiC 及矽 MOSFET 與控制器的搭載內容。（以原文為準）

“Extended leadership in automotive zonal architecture and on-board charging with Rivian’s R2 platform with power solutions that enable efficient power distribution and conversion”

— ON 8-K，申報於 2026-08-03 EDGAR · 查看原始申報文件 ↗

onsemi 透過為 Rivian 的 R2 平台提供電源解決方案，延伸在汽車區域架構與車載充電之領導地位。（以原文為準）

“Secured TSMC buffer inventory for customers through 2029+ to ensure smooth foundry transition and prepare for AI ramp”

— NVTS 8-K，申報於 2026-07-27 EDGAR · 查看原始申報文件 ↗

Navitas 表示已為客戶取得 TSMC 至 2029 年以後之緩衝庫存，以因應晶圓代工轉換及 AI 業務成長。（以原文為準）

“Announced new design win with Sineng Electric to power its 430kW liquid-cooled energy storage systems and 320 kW solar inverter”

— ON 8-K，申報於 2026-05-04 EDGAR · 查看原始申報文件 ↗

onsemi 宣布取得 Sineng Electric 新設計案，為其 430 kW 液冷儲能系統及 320 kW 太陽能逆變器供電。（以原文為準）

“Our primary customers, in terms of our sales revenues, include premier integrated device manufacturers, such as Texas Instruments and Intel, plus leading fabless design companies, such as MediaTek, Realtek and Novatek.”

— UMC 20-F，申報於 2026-04-30 EDGAR · 查看原始申報文件 ↗

Texas Instruments 是 UMC 的主要客戶之一。（以原文為準）

“Our US based GaN fabrication partner is GlobalFoundries.”

— NVTS 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗

GlobalFoundries 是 Navitas 在美國的 GaN 晶圓代工合作夥伴。（以原文為準）

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”

— STM 20-F，申報於 2026-02-26 EDGAR · 查看原始申報文件 ↗

STMicroelectronics 將 Bosch 列為主要客戶之一。（以原文為準）

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”

— STM 20-F，申報於 2026-02-26 EDGAR · 查看原始申報文件 ↗

STMicroelectronics 的主要客戶包括 Continental。（以原文為準）

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”

— STM 20-F，申報於 2026-02-26 EDGAR · 查看原始申報文件 ↗

STMicroelectronics 的主要客戶包括 Denso 等公司。（以原文為準）

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”

— STM 20-F，申報於 2026-02-26 EDGAR · 查看原始申報文件 ↗

STMicroelectronics 將 HP 列為主要客戶之一。（以原文為準）

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”

— STM 20-F，申報於 2026-02-26 EDGAR · 查看原始申報文件 ↗

STMicroelectronics 的主要客戶包括 Mobileye。（以原文為準）

“in November 2025, we announced a long-term strategic partnership with GlobalFoundries to develop and deliver advanced GaN solutions for critical applications in high power markets”

— NVTS 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗

Navitas 與 GlobalFoundries 宣布建立長期策略合作夥伴關係，共同開發先進 GaN 解決方案。（以原文為準）

“the new 200mm SiC device manufacturing joint venture with Sanan Optoelectronics in Chongqing, China, as we announced on June 7 2023”

— STM 20-F，申報於 2026-02-26 EDGAR · 查看原始申報文件 ↗

STMicroelectronics 與 Sanan Optoelectronics 在中國重慶合資成立新的 200mm SiC 元件製造合資企業。（以原文為準）

“Forged strategic partnership with Cyient Semiconductors to co-develop GaN products and build a local ecosystem in India, aiming to accelerate adoption and capitalize on industrial electrification under the "Make in India" initiative.”

— NVTS 8-K，申報於 2026-02-24 EDGAR · 查看原始申報文件 ↗

Navitas 與 Cyient Semiconductors 建立策略夥伴關係，共同開發 GaN 產品並在印度建立在地生態系統。（以原文為準）

“our assembly and test operations facility located in Leshan, China, which is owned by Leshan-Phoenix Semiconductor Company Limited, a joint venture company in which we own 80% of the outstanding equity interests ("Leshan"). The financial and operating results of Leshan have been consolidated in our financial statements. Our joint venture partner is Leshan Radio Company Ltd.”

— ON 10-K，申報於 2026-02-09 EDGAR · 查看原始申報文件 ↗

onsemi 持有 Leshan-Phoenix Semiconductor 80% 股權，其合資夥伴為 Leshan Radio。（以原文為準）

“Launched a dedicated data center solutions team, based in Silicon Valley, to capitalize on and supplement growth in our fastest growing end market and a strategic collaboration with LITEON Technology.”

— WOLF 8-K，申報於 2026-08-19 EDGAR · 查看原始申報文件 ↗

“Continued strength in companion chip momentum with announced partnerships with ASPEED BMC at Computex, and Texas Instruments Radar Sensor demonstrated at NVIDIA GTC.”

— LSCC 8-K，申報於 2026-08-04 EDGAR · 查看原始申報文件 ↗

Lattice 在 NVIDIA GTC 展示與 Texas Instruments 合作的雷達感測器解決方案。（以原文為準）

“Deepened collaboration with NVIDIA MGX Ecosystem, accelerating 800V DC rack architectures for next-gen AI DC’s”

— NVTS 8-K，申報於 2026-07-27 EDGAR · 查看原始申報文件 ↗

Navitas 與 NVIDIA 深化在 MGX 生態系的合作，加速開發用於下一代 AI 資料中心的 800V 直流機架架構。（以原文為準）

“Strategic partnership with Magnachip licensing SiC technology to expand market access beyond Navitas focus markets”

— NVTS 8-K，申報於 2026-07-27 EDGAR · 查看原始申報文件 ↗

Navitas 與 Magnachip Semiconductor 為策略合作夥伴，進行 SiC 技術授權以擴展市場。（以原文為準）

“expanded collaborations with Geely and NIO”

— ON 8-K，申報於 2026-05-04 EDGAR · 查看原始申報文件 ↗

onsemi 擴大了與 Geely 的合作。（以原文為準）

“expanded collaborations with Geely and NIO”

— ON 8-K，申報於 2026-05-04 EDGAR · 查看原始申報文件 ↗

onsemi 擴大了與 NIO 的合作。（以原文為準）

“we entered into a broad patent cross-license with Infineon Technologies AG.”

— NVTS 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗

Navitas 與 Infineon 簽訂了廣泛的專利交叉授權協議。（以原文為準）

“expanding our collaboration with Powerchip Semiconductor Manufacturing Corporation”

— NVTS 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗

Navitas 正在擴大與 Powerchip Semiconductor Manufacturing 的合作。（以原文為準）

“we announced an expanded strategic collaboration with Amazon Web Services (AWS) through a multi-year, multi-billion USD commercial engagement serving several product categories, to enable new high performance compute infrastructure for cloud and AI data centers.”

— STM 20-F，申報於 2026-02-26 EDGAR · 查看原始申報文件 ↗

STMicroelectronics 宣布與 AWS 擴大策略合作，透過一項多年、數十億美元的商業合作涵蓋多個產品類別。（以原文為準）

“first product of ST’s collaboration with Qualcomm Technologies, Inc. announced in 2024, to simplify implementing wireless connectivity in systems containing STM32 MCUs.”

— STM 20-F，申報於 2026-02-26 EDGAR · 查看原始申報文件 ↗

Qualcomm 與 STMicroelectronics 於 2024 年宣布合作推出首款產品，旨在簡化搭載 STM32 MCU 的系統中無線連接的實現。（以原文為準）

“The joint 300mm semiconductor manufacturing facility with GlobalFoundries Inc in Crolles, France”

— STM 20-F，申報於 2026-02-26 EDGAR · 查看原始申報文件 ↗

GlobalFoundries 與 STMicroelectronics 在法國 Crolles 共同經營一座 300mm 半導體製造設施。（以原文為準）

“On March 31, we announced the signature of an agreement on GaN technology development and manufacturing with Innoscience, the world leader in 8” GaN-on-Si (gallium nitride on silicon) high-performance low-cost manufacturing.”

— STM 20-F，申報於 2026-02-26 EDGAR · 查看原始申報文件 ↗

STMicroelectronics 與 Innoscience 簽署了 GaN 技術開發與製造協議。（以原文為準）

“Consolidated Asian distribution channel and forged strategic and global distribution partnership with WT Microelectronics and Avnet to accelerate GaN and high-voltage SiC adoption in AI data centers, high-performance computing and additional target end markets globally.”

— NVTS 8-K，申報於 2026-02-24 EDGAR · 查看原始申報文件 ↗

Navitas 與 WT Microelectronics 建立策略性全球經銷合作關係。（以原文為準）

“Consolidated Asian distribution channel and forged strategic and global distribution partnership with WT Microelectronics and Avnet to accelerate GaN and high-voltage SiC adoption in AI data centers, high-performance computing and additional target end markets globally.”

— NVTS 8-K，申報於 2026-02-24 EDGAR · 查看原始申報文件 ↗

Navitas 整合亞洲經銷通路，並與 WT Microelectronics 及 Avnet 建立策略性全球經銷合作夥伴關係，以加速 GaN 及高壓 SiC 在 AI 資料中心、高效能運算及其他全球目標市場的採用。（以原文為準）

“Signed a memorandum of understanding (MoU) with Innoscience to explore expanding production of gallium nitride (GaN) power devices using Innoscience’s proven 200mm GaN-on-silicon process.”

— ON 8-K，申報於 2026-02-09 EDGAR · 查看原始申報文件 ↗

onsemi 與 Innoscience 簽署備忘錄，探討利用 Innoscience 的 200mm GaN-on-silicon 製程擴大氮化鎵功率元件生產。（以原文為準）

“Established a new collaboration agreement with GlobalFoundries (GF) to develop and manufacture next-generation gallium nitride (GaN) power devices, beginning with 650V.”

— ON 8-K，申報於 2026-02-09 EDGAR · 查看原始申報文件 ↗

onsemi 與 GlobalFoundries 簽訂新合作協議，共同開發及製造 650V 氮化鎵功率元件。（以原文為準）

“Our major competitors in power discretes include Infineon Technologies AG, ON Semiconductor Corp., STMicroelectronics N.V., Toshiba Corporation, Diodes Incorporated and Vishay Intertechnology, Inc.”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

Infineon 是 Alpha & Omega 在功率離散元件領域的主要競爭者之一。（以原文為準）

“Our major competitors in power discretes include Infineon Technologies AG, ON Semiconductor Corp., STMicroelectronics N.V., Toshiba Corporation, Diodes Incorporated and Vishay Intertechnology, Inc.”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

onsemi 是 Alpha & Omega 在功率離散元件領域的主要競爭對手之一。（以原文為準）

“Our major competitors in power discretes include Infineon Technologies AG, ON Semiconductor Corp., STMicroelectronics N.V., Toshiba Corporation, Diodes Incorporated and Vishay Intertechnology, Inc.”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

Alpha & Omega 在功率離散元件領域的主要競爭對手包括 STMicroelectronics 等公司。（以原文為準）

“Our major competitors in power discretes include Infineon Technologies AG, ON Semiconductor Corp., STMicroelectronics N.V., Toshiba Corporation, Diodes Incorporated and Vishay Intertechnology, Inc.”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

Alpha & Omega 在功率離散元件領域的主要競爭對手包括 Toshiba 等公司。（以原文為準）

“Our major competitors in power discretes include Infineon Technologies AG, ON Semiconductor Corp., STMicroelectronics N.V., Toshiba Corporation, Diodes Incorporated and Vishay Intertechnology, Inc.”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

Diodes 是 Alpha & Omega 在功率離散元件市場的主要競爭者之一。（以原文為準）

“Our major competitors in power discretes include Infineon Technologies AG, ON Semiconductor Corp., STMicroelectronics N.V., Toshiba Corporation, Diodes Incorporated and Vishay Intertechnology, Inc.”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

在功率離散元件領域，Alpha & Omega 的主要競爭對手包括 Vishay。（以原文為準）

“Our major competitors for our power ICs include Monolithic Power Systems, Inc., ON Semiconductor Corp., Richtek Technology Corp., Semtech Corporation, Texas Instruments Inc. and Vishay Intertechnology, Inc.”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

Monolithic Power Systems, Inc. 是 Alpha & Omega 在電源 IC 領域的主要競爭對手之一。（以原文為準）

“Our major competitors for our power ICs include Monolithic Power Systems, Inc., ON Semiconductor Corp., Richtek Technology Corp., Semtech Corporation, Texas Instruments Inc. and Vishay Intertechnology, Inc.”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

Alpha & Omega 在電源 IC 領域的主要競爭者包括 Richtek Technology。（以原文為準）

“Our major competitors for our power ICs include Monolithic Power Systems, Inc., ON Semiconductor Corp., Richtek Technology Corp., Semtech Corporation, Texas Instruments Inc. and Vishay Intertechnology, Inc.”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

Alpha & Omega 的電源 IC 主要競爭對手包括 Semtech 等公司。（以原文為準）

“Our major competitors for our power ICs include Monolithic Power Systems, Inc., ON Semiconductor Corp., Richtek Technology Corp., Semtech Corporation, Texas Instruments Inc. and Vishay Intertechnology, Inc.”

— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗

Alpha & Omega 將 Texas Instruments 列為其電源 IC 主要競爭對手之一。（以原文為準）

“Our silicon carbide power devices compete with silicon carbide power semiconductor solutions offered by companies like Infineon Technologies AG, ON Semiconductor Corporation, Rohm Co. Ltd., ST Microelectronics N.V., Robert Bosch GmbH, and Silan Microelectronics Co. Ltd.”

— WOLF 10-K，申報於 2026-08-20 EDGAR · 查看原始申報文件 ↗

“Our silicon carbide power devices compete with silicon carbide power semiconductor solutions offered by companies like Infineon Technologies AG, ON Semiconductor Corporation, Rohm Co. Ltd., ST Microelectronics N.V., Robert Bosch GmbH, and Silan Microelectronics Co. Ltd.”

— WOLF 10-K，申報於 2026-08-20 EDGAR · 查看原始申報文件 ↗

“Our silicon carbide power devices compete with silicon carbide power semiconductor solutions offered by companies like Infineon Technologies AG, ON Semiconductor Corporation, Rohm Co. Ltd., ST Microelectronics N.V., Robert Bosch GmbH, and Silan Microelectronics Co. Ltd.”

— WOLF 10-K，申報於 2026-08-20 EDGAR · 查看原始申報文件 ↗

“Our silicon carbide power devices compete with silicon carbide power semiconductor solutions offered by companies like Infineon Technologies AG, ON Semiconductor Corporation, Rohm Co. Ltd., ST Microelectronics N.V., Robert Bosch GmbH, and Silan Microelectronics Co. Ltd.”

— WOLF 10-K，申報於 2026-08-20 EDGAR · 查看原始申報文件 ↗

“Our silicon carbide power devices compete with silicon carbide power semiconductor solutions offered by companies like Infineon Technologies AG, ON Semiconductor Corporation, Rohm Co. Ltd., ST Microelectronics N.V., Robert Bosch GmbH, and Silan Microelectronics Co. Ltd.”

— WOLF 10-K，申報於 2026-08-20 EDGAR · 查看原始申報文件 ↗

“Our silicon carbide power devices compete with silicon carbide power semiconductor solutions offered by companies like Infineon Technologies AG, ON Semiconductor Corporation, Rohm Co. Ltd., ST Microelectronics N.V., Robert Bosch GmbH, and Silan Microelectronics Co. Ltd.”

— WOLF 10-K，申報於 2026-08-20 EDGAR · 查看原始申報文件 ↗

“As market adoption of the technology grows with rapidly expanding power device designs, we have experienced increased competition from companies such as SICC Co., LTD., and TanKeBlue Semiconductor Co., Ltd in China.”

— WOLF 10-K，申報於 2026-08-20 EDGAR · 查看原始申報文件 ↗

“As market adoption of the technology grows with rapidly expanding power device designs, we have experienced increased competition from companies such as SICC Co., LTD., and TanKeBlue Semiconductor Co., Ltd in China.”

— WOLF 10-K，申報於 2026-08-20 EDGAR · 查看原始申報文件 ↗

“Our primary competitors include, but are not limited to, AKM Semiconductor Inc., Analog Devices Inc., QUALCOMM Incorporated, Realtek Semiconductor Corporation, Renesas Electronics Corporation, Shanghai Awinic Technology Co., Ltd., … Shenzhen Goodix Technology Co, Ltd., Skyworks Solutions Inc., ST Microelectronics N.V., Synaptics Incorporated and Texas Instruments, Inc.”

— CRUS 10-K，申報於 2026-05-21 EDGAR · 查看原始申報文件 ↗

Cirrus Logic 的主要競爭對手包括 STMicroelectronics。（以原文為準）

“Our primary competitors include, but are not limited to, AKM Semiconductor Inc., Analog Devices Inc., QUALCOMM Incorporated, Realtek Semiconductor Corporation, Renesas Electronics Corporation, Shanghai Awinic Technology Co., Ltd., … Shenzhen Goodix Technology Co, Ltd., Skyworks Solutions Inc., ST Microelectronics N.V., Synaptics Incorporated and Texas Instruments, Inc.”

— CRUS 10-K，申報於 2026-05-21 EDGAR · 查看原始申報文件 ↗

Texas Instruments 是 Cirrus Logic 的主要競爭者之一。（以原文為準）

“HPA competes primarily with Analog Devices, Inc.; Axiro Semiconductor Private Limited; MACOM Technology Solutions Holdings, Inc.; Monolithic Power Systems, Inc.; Renesas Electronics Corporation; Scientific Components Corporation (d/b/a Mini-Circuits); Silergy Corp; and Texas Instruments, Inc.”

— QRVO 10-K，申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗

Qorvo 的 HPA 部門主要與 Monolithic Power 等公司競爭。（以原文為準）

“HPA competes primarily with Analog Devices, Inc.; Axiro Semiconductor Private Limited; MACOM Technology Solutions Holdings, Inc.; Monolithic Power Systems, Inc.; Renesas Electronics Corporation; Scientific Components Corporation (d/b/a Mini-Circuits); Silergy Corp; and Texas Instruments, Inc.”

— QRVO 10-K，申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗

Qorvo 的 HPA 業務主要與 Texas Instruments 等公司競爭。（以原文為準）

“We also compete with the foundry operation services of some IDMs, such as Texas Instruments, Inc. (“Texas Instruments”), Samsung Electronics Co., Ltd. (“Samsung”) and, more recently, Intel.”

— GFS 20-F，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗

GlobalFoundries 也與 Texas Instruments 等 IDM 的晶圓代工服務競爭。（以原文為準）

“We are in direct and active competition, with respect to one or more of our product lines, with several manufacturers of such products. We consider our primary competitors to include Analog Devices, Infineon Technologies, NXP Semiconductors, ON Semiconductor, Power Integrations, Renesas Electronics, ROHM Semiconductor, Semtech, STMicroelectronics and Texas Instruments.”

— MPWR 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗

Analog Devices 與 Monolithic Power 在多個產品線上是直接且活躍的競爭對手。（以原文為準）

“We are in direct and active competition, with respect to one or more of our product lines, with several manufacturers of such products. We consider our primary competitors to include Analog Devices, Infineon Technologies, NXP Semiconductors, ON Semiconductor, Power Integrations, Renesas Electronics, ROHM Semiconductor, Semtech, STMicroelectronics and Texas Instruments.”

— MPWR 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗

Infineon 是 Monolithic Power 的主要競爭對手之一。（以原文為準）