Daily Feed Digest — 2026-05-17

本质与导读

由 worker handleFeedDigest 自动生成 (轻量版,13/13 RSS 源,20 top items)。 完整版 (91 源 + per-item LLM summary) 由 .github/workflows/feed.yml manual trigger。

AI 总结

GaN 与 SiC 竞争加剧,人形机器人成关键战场
GaN 方面:EPC CEO Alex Lidow 在 APEC 上强调“先解决最难的问题”,认为 GaN 已赢得功率密度竞赛;Cyient 发布印度首款 650V GaN 功率 IC,瞄准 AI 与快充;专家指出 GaN 在人形机器人关节电机驱动中占据主导,SiC 则在固态断路器与人形机器人中同步推进。Si 技术方面:iDEAL 的 SuperQ 架构用高-K 介质沟槽替代传统 P-N 柱,重新定义硅 MOSFET 性价比,挑战超结技术。

EV 产业链调整与政策冲击
Subaru Q4 利润骤降,因美国政策转向不利电动车,宣布推迟 BEV 并计提资产减值。SCHURTER 收购中国 Biaodi 多数股权,补全高压与烟火式 EV 保险丝产品线。Chroma 电池测试系统通过 NASA Artemis II 载人月球任务验证,凸显高可靠性测试需求。

AI 基础设施与芯片地缘政治
Infineon 与 d-Matrix 合作,将功率模块与 AI 加速器结合,提升低延迟推理效率。MIPI 联盟成立 Physical AI 工作组,聚焦人形机器人接口标准化。半导体行业周报提及 H200 芯片对华出货受阻、2030 年 1.5 万亿美元产业预测、福特新动向等。

值得点开:

  1. “Humanoid Robotics is a Power Electronics Problem” —— 直接点明 GaN 在人形机器人中的核心地位,技术路线清晰。
  2. “Rethinking Superjunction’s Charge-Compensation Architecture with SuperQ” —— 颠覆性硅基方案,可能影响中低压功率器件成本格局。
  3. “Subaru’s EBIT collapsed in Q4, BEVs now postponed” —— 反映美国政策摇摆对传统车企 EV 战略的即时冲击,行业风向标。

Top 20 条

1. NFC wireless power chipset targets compact wearables

:Power Electronics Tips score:30 日期:Sun, 03 May 2026 17:59:10 +0000

ROHM Semiconductor has introduced the ML7670/ML7671 wireless power chipset for NFC-based charging in compact wearables such as smart rings, smart bands and smart pens. Operating at 13.56MHz, the chipset supports up to 250mW power transfer, while the ML7670 receiver achieves up to 45% efficiency in a 2.28 × 2.56 × 0.48mm package and integrates the […] The post NFC wireless power chipset targets com

2. SiC JFETs in Solid-State Circuit Breakers, Humanoid Robotics, SuperQ’s New Architecture: Power Electronics Week Insights

:Power Electronics News score:30 日期:Fri, 15 May 2026 14:00:00 +0000

Here’s a RoundUp of this week’s must-read articles – we’ll delve into the latest developments on SiC JFETs in Solid-State Circuit Breakers, Humanoid Robotics, and SuperQ’s New Architecture! The post SiC JFETs in Solid-State Circuit Breakers, Humanoid Robotics, SuperQ’s New Architecture: Power Electronics Week Insights appeared first on Power Electronics News.

3. Humanoid Robotics is a Power Electronics Problem

:Power Electronics News score:30 日期:Tue, 12 May 2026 13:00:00 +0000

Experts from EPC and Texas Instruments explain why GaN dominates humanoid robot motor drive design at the joint level. The post Humanoid Robotics is a Power Electronics Problem appeared first on Power Electronics News.

4. Chip Industry Week in Review

:Semiconductor Engineering score:30 日期:Fri, 15 May 2026 07:01:42 +0000

What happened to H200 chips for China? $1.5T IC industry by 2030; new funding; AI memory tools; MRC spec; embedding solar chips in windows; Ford launches battery biz; Waymo does the backstroke; UMC's high-voltage finFET. The post Chip Industry Week in Review appeared first on Semiconductor Engineering.

5. Subaru’s EBIT collapsed in Q4, BEVs now postponed

:Automotive World score:30 日期:Fri, 15 May 2026 15:32:45 +0000

Subaru, suddenly conscious that US regulations no longer favour electric vehicles, abruptly decided to impair its assets. By Will Girling The post Subaru’s EBIT collapsed in Q4, BEVs now postponed appeared first on Automotive World.

6. Chroma’s battery tester validated Orion’s lithium-ion systems for NASA’s Artemis II crewed lunar mission

:Charged EVs score:30 日期:Fri, 15 May 2026 15:40:27 +0000

Chroma Systems Solutions has announced that its Chroma 17020 Battery Test System was used to evaluate the lithium-ion battery systems aboard NASA’s Orion crew capsule for the Artemis II mission—the first crewed Artemis flight, a circumlunar voyage carrying four astronauts. Testing happened in two phases. First, the 17020 was used in lab conditions to evaluate... Read more »

7. SCHURTER acquires majority stake in China’s Biaodi, adding pyrotechnic and high-voltage EV fuses to its lineup

:Charged EVs score:30 日期:Thu, 14 May 2026 15:36:24 +0000

Swiss electronic components maker SCHURTER has completed the acquisition of a majority stake in Biaodi, a China-based developer of high-voltage circuit protection products for electric vehicles and new energy applications. Biaodi’s portfolio covers three product categories: fuses for EV onboard applications, pyrotechnic fuses for emergency disconnection in electric vehicles, and AC fuses for

8. MIPI Alliance Forms Physical AI Group Focused on Humanoids

:Embedded.com score:30 日期:Tue, 12 May 2026 23:29:03 +0000

The MIPI Alliance has announced the formation of a Physical AI Birds of a Feather (BoF) group focused on emerging technologies in the physical AI market, with an initial emphasis on humanoid robotics. The initiative is designed to evaluate how existing and future MIPI interface specifications can support the rapidly evolving humanoid application ecosystem. The [...] The post MIPI Alliance Forms Ph

9. LPWAN for IIoT: A Technical Comparison of LoRaWAN and NB-IoT

:Embedded.com score:30 日期:Mon, 11 May 2026 19:19:21 +0000

In recent years, wireless networks have evolved to the point where a communication protocol is needed that allows devices to be connected over very long distances and with reduced energy consumption. A low-power wide-area network (LPWAN) is the basic infrastructure needed to connect distributed objects to the grid, ensuring energy efficiency and wide coverage. Wireless [...] The post LPWAN for IIo

10. “Solve the hardest problem first,” Alex Lidow on winning the GaN race

:Power Electronics Tips score:20 日期:Fri, 08 May 2026 14:21:47 +0000

At APEC 2026, EPC CEO Alex Lidow spoke with EEWorld Director Aimee Kalnoskas and Power Electronics Author Jeff Shepard for a conversation that goes far beyond GaN hype. From pioneering GaN adoption in AI server boards and scaling “apex” applications like humanoid robotics, to navigating fierce competition, IP battles, and shifting US innovation policy, Lidow […] The post “Solve the hardest problem

11. Vishay Unveils Automotive-Grade 3000 W TVS Protection Devices

:Power Electronics News score:20 日期:Thu, 14 May 2026 15:00:00 +0000

The new TVS diodes combine 3000 W protection, compact packaging, and wettable flanks for automotive and industrial use. The post Vishay Unveils Automotive-Grade 3000 W TVS Protection Devices appeared first on Power Electronics News.

12. Power Corner: iDEAL’s SuperQ Tapping Si’s Potential Beyond Superjunction

:Power Electronics News score:20 日期:Thu, 14 May 2026 13:00:00 +0000

iDEAL Semiconductor's SuperQ replaces P-N pillars with high-K dielectric trenches to redefine silicon MOSFET cost-performance. The post Power Corner: iDEAL’s SuperQ Tapping Si’s Potential Beyond Superjunction appeared first on Power Electronics News.

13. Rethinking Superjunction’s Charge-Compensation Architecture with SuperQ

:Power Electronics News score:20 日期:Thu, 14 May 2026 13:00:00 +0000

SuperQ uses a nanometer-thin high-K dielectric film to rethink charge compensation in silicon power MOSFETs. The post Rethinking Superjunction’s Charge-Compensation Architecture with SuperQ  appeared first on Power Electronics News.

14. Cyient Launches India’s First GaN Power ICs

:Power Electronics News score:20 日期:Wed, 13 May 2026 22:00:27 +0000

The 650V GaN power ICs target AI, telecom, fast charging, and e-mobility applications with improved efficiency. The post Cyient Launches India’s First GaN Power ICs appeared first on Power Electronics News.

15. Infineon and d-Matrix Advance Energy-Efficient AI Infrastructure

:Power Electronics News score:20 日期:Tue, 12 May 2026 13:00:00 +0000

The collaboration combines Infineon power modules with d-Matrix AI accelerators for efficient low-latency inference. The post Infineon and d-Matrix Advance Energy-Efficient AI Infrastructure appeared first on Power Electronics News.

16. Micro-Transfer Printing (MTP) As A Promising Scalable Approach to Heterogeneous Integration for Silicon Photonics (Ghent U., imec et al)

:Semiconductor Engineering score:20 日期:Fri, 15 May 2026 18:44:10 +0000

A new technical paper, “Micro-Transfer Printing on Silicon Photonics: Tutorial, Recent Progress and Outlook,” was published by researchers at Ghent University, imec et al. Abstract “This paper highlights micro-transfer printing (MTP) as a promising scalable approach to heterogeneous integration for silicon photonics. MTP uniquely achieves high integration density, high throughput

17. COMAU and OMRON Robotics to collaborate on expanding advanced industrial automation solutions across light industry, electronics, and medical manufacturing

:EE Journal score:20 日期:Fri, 15 May 2026 13:34:16 +0000

COMAU and OMRON Robotics (Omron) have signed a strategic collaboration agreement aimed at accelerating the adoption and deployment of advanced industrial automation solutions for manufacturers worldwide. The collaboration will focus on high-growth sectors including electronics, semiconductors, medical manufacturing and light industrial intralogistics – markets that continue to see strong demand fo

18. Airbility Signs Strategic MoU with Germany’s Schübeler on EDF Propulsion Technology for eVTOL Platforms

:EE Journal score:20 日期:Fri, 15 May 2026 13:29:08 +0000

Airbility Inc. (“Airbility”), an advanced air mobility company based in the Republic of Korea, announced that it has signed a Memorandum of Understanding (MoU) with Schübeler GmbH (“Schübeler”) of Germany for strategic cooperation in electric ducted fan (EDF) propulsion technology. Under the agreement, the two companies will pursue multi-dimensional collaboration, including

19. UK Innovation & Science Seed Fund (UKI2S) backs NPL spin-out K3Metrology in 2.75m seed round to support productivity in advanced manufacturing

:EE Journal score:20 日期:Thu, 14 May 2026 13:36:30 +0000

K3Metrology, a UK spin-out from the National Physical Laboratory (NPL), has secured a £2.75m seed investment to commercialise a new generation of large-scale measurement technology designed to improve efficiency and reduce delays in advanced manufacturing and aerospace. The round is led by the UK Innovation & Science Seed Fund (UKI2S), managed by Future Planet Capital, … Read More &#8594

20. Despoilage

:EDN score:20 日期:Fri, 15 May 2026 12:00:18 +0000

A scenic view, once so charming, has been irretrievably ruined. Will it happen again? The post Despoilage appeared first on EDN.