Allegro MicroSystems Simplifies SiC Power Design for AI Data Centers and EVs with Expanded Power-Thru(TM) Gate Driver Portfolio

Rhea-AI Summary

Allegro MicroSystems (Nasdaq: ALGM) expanded its Power-Thru isolated SiC gate driver family on Jan 5, 2026 with the new AHV85003/AHV85043 chipset alongside the flagship AHV85311.

The portfolio eliminates external isolated bias supplies, offers the industry’s smallest solution footprint, and reduces BOM to support high-density 800V designs for AI data centers, EVs, and clean energy. Key technical claims include up to 15x reduction in common-mode capacitance and up to 20dB EMI improvement. Both solutions support a multi-source SiC strategy with selectable Vgs of 15V, 18V, and 20V and offer either an integrated transformer (AHV85311) or a chipset route using an external transformer (AHV85003/AHV85043).

Positive

• Common-mode capacitance reduced by up to 15x
• EMI performance improved by up to 20dB
• Selectable gate-to-source voltages: 15V, 18V, 20V
• Supports multi-source SiC FET strategy for vendor flexibility
• Two implementation paths: integrated AHV85311 or AHV85003/AHV85043 chipset
• Smaller solution footprint and reduced BOM for 800V systems

Negative

• None.

News Market Reaction – ALGM

+5.72%

69 alerts

+5.72% News Effect

+14.0% Peak in 26 hr 32 min

+$324M Valuation Impact

$5.99B Market Cap

0.7x Rel. Volume

On the day this news was published, ALGM gained 5.72%, reflecting a notable positive market reaction. Argus tracked a peak move of +14.0% during that session. Our momentum scanner triggered 69 alerts that day, indicating high trading interest and price volatility. This price movement added approximately $324M to the company's valuation, bringing the market cap to $5.99B at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Common-mode capacitance reduction: up to 15x EMI performance improvement: up to 20 dB System voltage target: 800V +5 more

8 metrics

Common-mode capacitance reduction up to 15x Power-Thru gate drivers vs typical solutions

EMI performance improvement up to 20 dB Electromagnetic interference reduction in high-voltage systems

System voltage target 800V Designed for demanding high-voltage power systems

Selectable Vgs levels 15V, 18V, 20V Gate-to-source voltages for SiC FET compatibility

Q2 FY2026 net sales $214.3M Quarterly sales from recent earnings release

Automotive sales $155.8M Q2 FY2026 segment net sales

Industrial & Other sales $58.4M Q2 FY2026 segment net sales

Long-term debt $286.1M As of latest 10-Q after term loan repayments

Market Reality Check

Price: $38.09 Vol: Volume 2,147,833 is 1.12x...

normal vol

$38.09 Last Close

Volume Volume 2,147,833 is 1.12x the 20-day average of 1,926,121, suggesting modestly elevated interest ahead of this product news. normal

Technical Shares at $26.91 are trading below the $28.20 200-day MA and about 30.01% under the 52-week high of $38.45.

Peers on Argus

ALGM is up 2.01% while close peers show mixed, mostly modest moves (e.g., PI +0....

1 Down

ALGM is up 2.01% while close peers show mixed, mostly modest moves (e.g., PI +0.98%, SITM +1.20%, CRUS -0.49%, SLAB -0.67%, SMTC -0.16%). Momentum scanner flags TSEM down 6.67% without news, reinforcing that ALGM’s move looks stock-specific.

Historical Context

5 past events · Latest: Nov 25 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Nov 25	Investor conference	Neutral	+0.3%	Announcement of participation in Nasdaq investor conference with senior leadership.
Oct 30	Earnings results	Positive	-1.5%	Q2 FY2026 beat on sales and EPS with strong e-Mobility and Industrial growth.
Oct 21	Product launch	Positive	+1.8%	Launch of 10 MHz TMR current sensor for GaN and SiC power electronics.
Oct 14	Executive appointment	Neutral	+0.7%	Appointment of SVP/GM Products with extensive analog power experience.
Oct 09	Earnings notice	Neutral	-1.8%	Scheduling announcement for upcoming Q2 FY2026 results and conference call.

Pattern Detected

Earnings headlines have previously seen muted or negative next-day moves, while product announcements and corporate news have generally aligned positively with modest price gains.

Recent Company History

Over the last few months, Allegro has combined steady financial growth with ongoing product innovation. Q2 FY2026 results showed net sales of $214.3M and non-GAAP EPS of $0.13, though the stock slipped 1.53% after that earnings release. By contrast, October’s launch of a high-speed TMR current sensor for GaN and SiC applications saw a 1.84% gain. Executive appointments and conference participation in late 2025 drew small positive or neutral reactions, framing today’s SiC gate-driver portfolio expansion as part of a consistent push into e-mobility, clean energy, and AI data center power.

Market Pulse Summary

The stock moved +5.7% in the session following this news. A strong positive reaction aligns with All...

Analysis

The stock moved +5.7% in the session following this news. A strong positive reaction aligns with Allegro’s pattern of constructive responses to product launches in wide bandgap power applications. Prior innovation-focused news, such as the TMR current sensor, coincided with gains of about 1–2%. However, past earnings events have occasionally seen negative follow-through despite solid fundamentals, highlighting the risk that enthusiasm for new SiC gate drivers could fade if broader results or execution later disappoint.

Key Terms

sic, gate driver, electromagnetic interference (emi), fet, +1 more

5 terms

sic technical

"complete ecosystem for high-voltage silicon carbide (SiC) designs in AI data centers"

Sic is a short notation placed immediately after a quoted word or passage to show the text is reproduced exactly as it appeared in the original source, even if it contains a typo, odd phrasing, or factual error. For investors, it signals that any mistake or unusual wording came from the original speaker or document, not from the publisher—like an editor saying “this is how it was said,” which helps with accuracy, responsibility, and legal clarity.

gate driver technical

"family of noise-eliminating, self-powered SiC gate drivers"

A gate driver is an electronic component that controls the on/off switching of power transistors used in devices like motors, power supplies, and electric cars. Think of it as the switch operator that delivers the right timing and voltage so a transistor can reliably open or close; its quality affects efficiency, heat, and durability. Investors care because gate-driver performance influences a maker’s product competitiveness, manufacturing costs, and the potential for design wins in power-hungry markets.

electromagnetic interference (emi) technical

"20dB improvement in electromagnetic interference (EMI) performance"

Electromagnetic interference (EMI) is unwanted disturbance in electronic devices caused by stray electromagnetic signals from other equipment, power lines, or wireless transmissions that can disrupt performance. Investors care because EMI can lead to product malfunctions, safety issues, regulatory non‑compliance or expensive redesigns and recalls—similar to static that makes a radio or appliance fail and forces a company to spend more or face reputational and legal costs.

fet technical

"freedom to use the SiC FETs of their choice"

FET stands for frozen embryo transfer, a fertility procedure in which an embryo created earlier and stored in cold conditions is thawed and implanted into a uterus. For investors, FET matters because its success rates, demand trends, regulatory changes, and cost structure directly affect clinics, drugmakers, and device suppliers in the reproductive-health sector — think of it as restarting and using something saved for later, where outcomes influence revenue and patient volume.

isolation transformer technical

"AHV85311 integrated solution, which includes the isolation transformer"

A device that transfers electrical power between two circuits while keeping them electrically separated, so a fault or surge on one side cannot directly pass to the other. For investors, isolation transformers matter because they reduce safety risks, help products meet regulatory and industry standards, and can affect manufacturing costs and liability; think of them as an electrical 'buffer' that protects people and equipment like a shock-absorbing bumper in a car.

AI-generated analysis. Not financial advice.

New AHV85003/AHV85043 chipset joins the flagship AHV85311 integrated solution with industry’s first complete family of noise-eliminating, self-powered SiC gate drivers

MANCHESTER, N.H., Jan. 05, 2026 (GLOBE NEWSWIRE) -- Allegro MicroSystems, Inc. (“Allegro”) (Nasdaq: ALGM), a global leader in power and sensing solutions for motion control and energy-efficient systems, today announced the strategic expansion of its Power-Thru™ isolated gate driver portfolio with the launch of the AHV85003/AHV85043 chipset. Joining the flagship AHV85311 integrated solution, this expanded family creates a complete ecosystem for high-voltage silicon carbide (SiC) designs in AI data centers, electric vehicles (EVs), and clean energy systems. The solution simplifies the design challenge in power conversion by eliminating the need for external isolated bias supplies for gate drivers. This innovation delivers the industry’s smallest solution footprint while reducing the bill of materials (BOM) to address the critical challenge of achieving maximum power density, especially in demanding 800V systems.

Allegro’s Power-Thru™ isolated gate drivers integrate signal and power across a single isolation barrier. This breakthrough approach reduces common-mode capacitance in the system by up to 15x¹, addressing a major source of noise that impacts efficiency. They deliver up to a 20dB improvement in electromagnetic interference (EMI) performance², which boosts overall system efficiency and eliminates countless hours spent by designers resolving noise issues.
        
In addition to addressing the physics of noise, the expanded Power-Thru portfolio is engineered to resolve critical business challenges. To ensure supply chain resilience, both the new AHV85003/AHV85043 chipset and the existing AHV85311 integrated solution support a multi-source SiC strategy. With selectable gate-to-source voltages (Vgs) of 15V, 18V, and 20V, and adjustable regulated negative voltage, designers can easily swap between SiC FETs from different vendors without redesigning their boards.

Furthermore, the portfolio now offers two distinct implementation paths. The flagship AHV85311 integrated solution, which includes the isolation transformer, provides an all-in-one route for accelerating time-to-market. The versatile new AHV85003/AHV85043 chipset empowers designers to optimize for cost and layout by selecting their own external transformer tailored for their specific isolation needs.

“We are redefining what engineers should expect from a gate driver,” said Vijay Mangtani, Vice President and GM of High Voltage Power Products at Allegro MicroSystems. “With Power-Thru, we solved the fundamental physics problem of noise in high-voltage systems. Now, by offering both a chipset and an integrated solution, we are giving our customers a complete toolkit. Whether they need the plug-and-play speed of an integrated solution or the granular control of a chipset, they get the same game-changing efficiency and the freedom to use the SiC FETs of their choice.”

Looking to simplify your SiC power design? Datasheets, samples, and recommended transformer options for the AHV85003/AHV85043 chipset are available at www.allegromicro.com/ahv85003-43

About Allegro MicroSystems   
Allegro MicroSystems, Inc. is leveraging more than three decades of expertise in magnetic sensing and power ICs to propel automotive, clean energy and industrial automation forward with solutions that enhance efficiency, performance and sustainability. Allegro’s commitment to quality drives transformation across industries, reinforcing our status as a pioneer in "automotive-grade" technology and a partner in our customers' success. For additional information, visit https://www.allegromicro.com/en/.

Media Contact:    
Andrew MacLellan  
Corporate Communications   
(617) 633-4909   
am@embedded-pr.com  
   
Allegro Contact:    
Ram Sathappan
Vice President of Global Marketing and Applications
rsathappan@allegromicro.com

___________________

¹ As compared to conventional isolated gate drivers using external bias DC/DC converters with up to 30pF of common-mode capacitance.
² EMI performance improvement measured against a leading competitor solution under like conditions.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/85a53f07-9c09-4feb-aee4-e68de38604d6

FAQ

What did Allegro announce on January 5, 2026 for ALGM?

Allegro launched the AHV85003/AHV85043 chipset, expanding its Power-Thru family alongside the AHV85311 integrated solution.

How does the AHV85003/AHV85043 chipset affect SiC gate driver BOM for ALGM customers?

The chipset eliminates external isolated bias supplies and reduces the BOM to help achieve a smaller solution footprint for high-density designs.

What noise and EMI improvements does Allegro claim for ALGM Power-Thru drivers?

The portfolio claims up to 15x reduction in common-mode capacitance and up to 20dB improvement in EMI performance.

Can ALGM Power-Thru drivers support SiC FETs from multiple vendors?

Yes; both new chipset and AHV85311 support a multi-source SiC strategy with selectable Vgs of 15V, 18V, and 20V and adjustable negative voltage.

What implementation options does Allegro offer for ALGM Power-Thru designs?

Two paths: the integrated AHV85311 (includes isolation transformer) for plug-and-play, or the AHV85003/AHV85043 chipset that uses a user-selected external transformer.

Where can engineers get datasheets and samples for ALGM AHV85003/AHV85043?

Datasheets, samples, and recommended transformer options are available at www.allegromicro.com/ahv85003-43.