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 · 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 · 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 · 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 · 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 · 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）

“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 · 查看原始申報文件 ↗

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

“For GaN products, our existing wafer fabrication partner is TSMC located in Taiwan.”

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

Navitas 的 GaN 產品現有晶圓代工合作夥伴為 TSMC。（以原文為準）

“Our US based GaN fabrication partner is GlobalFoundries.”

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

STMicroelectronics 的主要客戶包括 HP。（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 · 查看原始申報文件 ↗

STMicroelectronics 的主要客戶包括 Mobileye。（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 · 查看原始申報文件 ↗

STMicroelectronics 的主要客戶包括 Samsung。（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 · 查看原始申報文件 ↗

STMicroelectronics 的主要客戶包括 Spacex。（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 · 查看原始申報文件 ↗

STMicroelectronics 將 Tesla 列為其主要客戶之一。（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 · 查看原始申報文件 ↗

STMicroelectronics 將 Vitesco 列為其主要客戶之一。（以原文為準）

“On February 6, 2026, the Company issued warrants to Amazon Web Services ("AWS") for the acquisition of up to 24.8 million ordinary shares of the Company. The warrants will vest in tranches over the term of the agreement, with vesting substantially tied to payments for the Company's products and services purchased by AWS and its affiliates.”

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

STMicroelectronics 向 AWS 發行認股權證，可取得最多 2480 萬股普通股。（以原文為準）

“On January 31, 2025, we acquired Infineon Technologies AG's (“Infineon”) automated test equipment technology and associated development team (“AET”) based in Regensburg, Germany for a total purchase price of 17.6 million Euros, equivalent to $18.3 million. … AET adds resources and expertise to our company and strengthens the relationship between us and this key customer.”

— TER 10-K，申報於 2026-02-19 · 查看原始申報文件 ↗

Teradyne 以 1760 萬歐元收購 Infineon 的自動測試設備技術及團隊，並強化與此關鍵客戶的關係。（以原文為準）

“such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.”

— RMBS 10-K，申報於 2026-02-18 · 查看原始申報文件 ↗

Infineon 等公司已取得 Rambus 的專利授權。（以原文為準）

“such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.”

— RMBS 10-K，申報於 2026-02-18 · 查看原始申報文件 ↗

STMicroelectronics 已取得 Rambus 的專利授權。（以原文為準）

“With two of our major suppliers, Seiko Epson Corporation (“Epson”) and ROHM Lapis Semiconductor Co., Ltd. (“Lapis”) we have wafer supply agreements based in U.S. dollars”

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

Power Integrations 與 ROHM 簽訂了以美元計價的晶圓供應協議。（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 2025-08-28 · 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 2025-08-28 · 查看原始申報文件 ↗

Alpha & Omega 已與 Hewlett Packard 等主要 OEM 建立直接關係，但多數透過分銷商和 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 2025-08-28 · 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 2025-08-28 · 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 2025-08-28 · 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 2025-08-28 · 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 2025-08-28 · 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 2025-08-28 · 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）

“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 · 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 · 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）

“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 · 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）

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

— NVTS 10-K，申報於 2026-02-27 · 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 · 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 · 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 · 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 · 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 · 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）

“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 · 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 · 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 · 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 · 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 · 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 · 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 · 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）

“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 · 查看原始申報文件 ↗

Monolithic Power 的主要競爭者包括 NXP。（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 · 查看原始申報文件 ↗

Monolithic Power 在部分產品線上與 onsemi 等公司直接競爭。（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 · 查看原始申報文件 ↗

Monolithic Power 與 Power Integrations 互為主要競爭者。（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 · 查看原始申報文件 ↗

Monolithic Power 將 Renesas 列為其主要競爭對手之一。（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 · 查看原始申報文件 ↗

Monolithic Power 將 ROHM 列為其主要競爭對手之一。（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 · 查看原始申報文件 ↗

Monolithic Power 將 Semtech 列為其主要競爭對手之一。（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 · 查看原始申報文件 ↗

Monolithic Power 將 STMicroelectronics 列為其主要競爭對手之一。（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 · 查看原始申報文件 ↗

Monolithic Power 將 Texas Instruments 視為其主要競爭對手之一。（以原文為準）

“Our primary GaN competitors include Infineon Technologies AG, Power Integrations, Inc., Texas Instruments Incorporated, Innoscience (Suzhou) Semiconductor Co., Ltd., Renesas Electronics Corp., and Efficient Power Conversion Corporation (EPC).”

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

Navitas 的主要 GaN 競爭對手包括 Infineon 等公司。（以原文為準）

“Our primary GaN competitors include Infineon Technologies AG, Power Integrations, Inc., Texas Instruments Incorporated, Innoscience (Suzhou) Semiconductor Co., Ltd., Renesas Electronics Corp., and Efficient Power Conversion Corporation (EPC).”

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

Navitas 將 Power Integrations 列為其主要的 GaN 競爭對手之一。（以原文為準）

“Our primary GaN competitors include Infineon Technologies AG, Power Integrations, Inc., Texas Instruments Incorporated, Innoscience (Suzhou) Semiconductor Co., Ltd., Renesas Electronics Corp., and Efficient Power Conversion Corporation (EPC).”

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

Navitas 將 Texas Instruments 列為其主要的 GaN 競爭對手之一。（以原文為準）

“Our primary GaN competitors include Infineon Technologies AG, Power Integrations, Inc., Texas Instruments Incorporated, Innoscience (Suzhou) Semiconductor Co., Ltd., Renesas Electronics Corp., and Efficient Power Conversion Corporation (EPC).”

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

Navitas 將 Innoscience 列為其主要的 GaN 競爭對手之一。（以原文為準）

“Our primary GaN competitors include Infineon Technologies AG, Power Integrations, Inc., Texas Instruments Incorporated, Innoscience (Suzhou) Semiconductor Co., Ltd., Renesas Electronics Corp., and Efficient Power Conversion Corporation (EPC).”

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

Renesas 是 Navitas 在 GaN 領域的主要競爭者之一。（以原文為準）

“Our primary GaN competitors include Infineon Technologies AG, Power Integrations, Inc., Texas Instruments Incorporated, Innoscience (Suzhou) Semiconductor Co., Ltd., Renesas Electronics Corp., and Efficient Power Conversion Corporation (EPC).”

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

Navitas 之主要 GaN 競爭對手包括 Efficient Power Conversion Epc。（以原文為準）

“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”

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

Wolfspeed, Inc. 是 Navitas 在 SiC 領域的主要競爭對手之一。（以原文為準）

“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”

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

Navitas的主要SiC競爭對手包括onsemi。（以原文為準）

“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”

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

Navitas 在 SiC 領域的主要競爭者包括 ROHM。（以原文為準）

“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”

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

Qorvo 是 Navitas 在 SiC 領域的主要競爭者之一。（以原文為準）