Allegro MicroSystems announced on January 5, 2026 the launch of its expanded Power‑Thru™ isolated gate driver portfolio, adding the AHV85003/AHV85043 chipset to its existing AHV85311 integrated solution. The new chipsets target high‑voltage silicon carbide (SiC) designs in electric vehicles, AI data centers, and clean‑energy systems, delivering a smaller footprint and eliminating the need for external isolated bias supplies.
The company also introduced the ACS37200, a galvanically isolated current sensor featuring a 50 µΩ conductor resistance and a 100 mm² PSOF package. The sensor cuts power loss by up to 90 % compared with traditional shunt resistors and shrinks board space by 95 %, enabling higher power density in hybrid and battery electric vehicles, industrial automation, and data‑center power supplies.
These launches fit into Allegro’s broader strategy to capture the growing demand for high‑voltage power solutions. By increasing the dollar content per vehicle and per server, the company aims to raise margins and open new revenue streams as electrification accelerates in the automotive sector and as data‑center operators seek higher‑efficiency power modules.
Allegro’s recent financial performance underscores the relevance of these product introductions. In Q4 FY2025, sales reached $193 million, up 8 % sequentially, with a non‑GAAP EPS of $0.06, while Q3 FY2025 sales were $178 million with an EPS of $0.07. The company’s FY2024 record sales of $1.05 billion and a $1.35 EPS demonstrate a strong foundation. Guidance for Q1 FY2026 projects net sales of $192–$202 million, implying an 18 % year‑over‑year growth that the new product lines are expected to support.
Management highlighted the strategic importance of the launches. President and CEO Mike Doogue noted positive momentum in Q4 FY2025, citing robust demand in e‑Mobility and Industrial & Other segments. Former President Vineet Nargolwala emphasized the role of high‑voltage isolated gate drivers in maintaining Allegro’s market‑leading position, while Vice President Vijay Mangtani highlighted the improved EMI performance of the new gate drivers compared to competitor solutions.
The competitive landscape shows that the new gate drivers offer superior EMI performance and the ACS37200 delivers significant efficiency gains over conventional shunt resistors. These advantages position Allegro to capture market share in the high‑voltage SiC segment, where demand is expected to rise as 800 V battery electric vehicle platforms and AI‑driven data centers expand.
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