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Briefing · Thursday, February 12, 2026

AI‑Driven Cars, SiC Power, and Edge AI Push the Semiconductor Frontier

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Today’s highlights show how artificial intelligence is reshaping automotive safety, power electronics, and memory‑constrained edge computing. A new generation of silicon carbide (SiC) devices from Navitas promises higher voltage, lower loss, and faster ramp‑up for electric vehicles and industrial drives. Meanwhile, RISC‑V’s transition from academia to mainstream automotive and data‑center use cases signals a broader shift toward open‑source cores. Edge AI continues to thrive despite a global DRAM shortage, as companies innovate with memory‑efficient architectures.

The UK‑Bulgaria partnership to build a green SiC wafer factory underscores the geopolitical push for local supply chains, while Wolfspeed’s deployment of Snowflake for AI‑powered manufacturing highlights the convergence of semiconductor production and cloud analytics.

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