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The motivation behind this study is based on the Taiwan Stock Exchange's promotion of institutional investors' due diligence governance guidelines. By observing companies dedicated to ESG issues, we aim to find companies with competitive advantages in the global energy-saving and carbon-reducing industry, namely Infineon Technologies AG (Infineon) and Navitas Semiconductor Limited (Navitas). With the increasing importance of energy-saving and carbon-reducing measures worldwide, the market size and demand for power semiconductors continue to grow in emerging energy-saving industries such as electric vehicles, solar power generation, direct current grids, and charging piles. This has led to increasingly fierce competition in the global power semiconductor industry. We will introduce the current situation of the global power semiconductor industry and use SWOT analysis to summarize how these two companies can still maintain a foothold in a highly competitive market. Additionally, based on our research analysis of market trends and technology, we will provide new insights and inspiration. |