Key Takeaways Leadership in high-voltage GaN technology and ongoing product innovation enables market share gains and improved margins in high-growth, energy-efficient sectors. Strategic geographic expansion and operational efficiency create a resilient, diversified business with stronger long-term revenue and profitability prospects.Read more
Key Takeaways Execution risks from shifting to high-power and automotive segments, plus high customer concentration, could cause unpredictable revenue and operating margin swings. Ongoing trade tensions, regulatory issues, and slower GaN adoption may limit growth opportunities and put pressure on earnings and gross margins.Read more
Key Takeaways Leadership in advanced GaN technology and electrification trends position the company for accelerated growth and expanding margins in data centers, EVs, and smart devices. Strategic focus on R&D efficiency and integrated solutions is likely to drive premium product mix, higher average selling prices, and increased long-term earnings visibility.Read more
Power Integrations, Inc. designs, develops, manufactures, and markets analog and mixed-signal integrated circuits (ICs), and other electronic components and circuitry used in high-voltage power conversion. The company provides a range of alternating current to direct current power conversion products that address power supply up to approximately 500 watts of output for consumer appliances, utility meters, LCD monitors, tablets, smartphones, computers, TVs, and consumer and industrial applications, as well as LED lightings; and power conversion in high-power applications comprising industrial motors, solar and wind-power systems, electric locomotives, and high-voltage DC transmission systems. It also offers InnoSwitch IC for electric vehicles; high-voltage gate-driver products used to operate high-voltage switches, such as insulated-gate bipolar transistors and silicon-carbide MOSFETs under the SCALE and SCALE-2 product-family names; and SCALE-iDriver for use in powertrain and charging applications for electric vehicles. In addition, the company provides motor-driver ICs for use in refrigerator compressors, ceiling fans, air purifiers, and circulation pumps, as well as pumps and fans used in appliances, such as dishwashers, laundry machines, and boilers. It serves communications, computer, consumer, and industrial markets. The company sells its products to original equipment manufacturers and merchant power supply manufacturers through direct sales staff, as well as a network of independent sales representatives and distributors in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Power Integrations, Inc. was incorporated in 1988 and is headquartered in San Jose, California.
