Subject


GaN


2025-08-04

[News] NVIDIA Picks Innoscience as Sole Chinese Supplier for 800 VDC Power—Unpacking the GaN Giant

When NVIDIA released its supplier list last week for the 800 VDC power architecture powering AI data centers, GaN power chipmaker Innoscience stood out as the only Chinese supplier, capturing widespread public attention, as per the Economic Daily News and The Business Times. Innoscience confirmed...

2025-07-11

[News] Is the GaN Foundry Model Facing Trouble? China’s Innoscience Weighs In as TSMC Plans 2027 Exit

While TSMC plans to exit the gallium nitride (GaN) wafer foundry business by 2027, industry heavyweight Infineon is ramping up its efforts—signaling a notable shift within the GaN sector. What factors might be driving these diverging strategies? According to a report from STAR Market Daily, Board ...

2025-07-10

[News] BelGaN Bankruptcy to Cost Belgium €1M; GaN Plant May Be Repurposed for Photonic Chips

BelGaN’s GaN power semiconductor plant in Belgium was shut down last year. According to a report from eeNews Europe, three consortia are reportedly interested in acquiring the facility, primarily for photonics applications. The report also notes that the plant had previously focused on automotive ...

2025-07-07

[News] Infineon Accelerates GaN Push While TSMC Exits, with 300mm Wafer Samples Expected 4Q25

While TSMC plans to exit the gallium nitride (GaN) wafer foundry business by 2027, industry heavyweight Infineon is ramping up its efforts. Leveraging its strong IDM model, Infineon, according to its press release, is advancing its scalable GaN production on 300mm wafers, with first customer samples...

2025-07-03

[News] TSMC to Exit GaN Production by July 2027, Reportedly Repurposes Fab for Advanced Packaging

As TSMC doubles down on advanced node development to ride the AI wave, it's steadily pulling back from legacy businesses. According to the Commercial Times, citing a press release from Navitas Semiconductor, TSMC will wind down its Gallium Nitride (GaN) wafer foundry services by July 31, 2027. No...

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