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Friday 15 August 2025
US unveils US$1 billion push for critical minerals independence
The US Department of Energy (DOE) announced plans to issue funding opportunities totaling nearly US$1 billion to expand domestic mining, processing, and manufacturing capabilities...
Wednesday 13 August 2025
TSMC GaN exit prompts Navitas to shift orders to PSMC for Nvidia AI servers
TSMC will exit the gallium nitride wafer foundry business within two years, a move that has prompted US chipmaker Navitas Semiconductor to redirect its orders to Powerchip Semiconductor...
Wednesday 13 August 2025
Exclusive: Infineon GaN chief on strategy, market gains after TSMC's exit
Infineon Technologies' acquisition of GaN Systems has bolstered its wide bandgap semiconductor portfolio. The move, combined with its shift to 12-inch gallium nitride (GaN) manufacturing,...
Wednesday 6 August 2025
Transcom's entry into Taiwan's advanced military projects boosted by certification
Gallium arsenide (GaAs), gallium nitride (GaN), and Monolithic Microwave Integrated Circuit (MMIC) power amplifier (PA) specialist Transcom announced on July 31, 2025, that it has...
Wednesday 6 August 2025
Beijing Court rejects Innoscience's appeal in patent dispute with EPC
Efficient Power Conversion (EPC), a company specializing in gallium nitride (GaN) semiconductor technology, announced on August 6 that the Beijing Intellectual Property Court dismissed...
Friday 11 July 2025
Exclusive: TSMC’s GaN exit pulls rug from under BYD
TSMC has confirmed that it will phase out its gallium nitride (GaN) foundry operations within two years, which is expected to shake the industry given its role as the global leader...
Wednesday 9 July 2025
TSMC's GaN market exit creates opening for Samsung, Asian chip race rage on
TSMC's recent decision to phase out its gallium nitride (GaN) foundry business is sending ripples through the compound semiconductor industry, opening the door for new contenders...
Friday 4 July 2025
Infineon targets 4Q25 for 12-inch GaN sample rollout as scaling accelerates
Infineon Technologies AG has announced progress in its scalable gallium nitride (GaN) semiconductor manufacturing using 12-inch wafers, aiming to supply customer samples by the fourth...
Thursday 3 July 2025
TSMC confirms exit from GaN wafer foundry business; PSMC secures Navitas transfer orders
Recent supply chain rumors have indicated that TSMC will withdraw from the gallium nitride (GaN) market, a third-generation semiconductor material, with related production lines at...
Tuesday 1 July 2025
GaN's paradox: surging demand, sinking profits
Under pressure from low-cost competition in China, many application sectors are struggling to turn a profit. Recently, the compound semiconductor gallium nitride (GaN) industry has...
Friday 27 June 2025
IntelliEPI taps AI boom with InP focus, kicks off new fab expansion backed by Texas subsidies
IntelliEPI, a manufacturer of compound semiconductors, reported a shift in product focus toward indium phosphide (InP) epitaxial products, which in the first quarter of 2025 represented...
Wednesday 28 May 2025
Indian GaN firm taps into Japan’s semiconductor ecosystem
An India-based gallium nitride (GaN) startup is exploring partnerships with Japanese companies to strengthen its technology stack and tap into Japan's advanced semiconductor supply...
Thursday 24 April 2025
China's critical metal curbs chokes global supply; sends Europe and North America scrambling

In a bold escalation of its ongoing trade dispute with Washington, China has dramatically tightened its grip on the global supply of...

Thursday 20 March 2025
China to further tighten export curbs on battery, chip material tech, escalating US trade spat
China is reinforcing its grip on key minerals and battery technologies as tensions with the US escalate over tech trade policies. Fortune reports that China dominates the...
Saturday 15 March 2025
Infineon debuts game-changing 12kW BBU to power the AI data center boom
Infineon has announced its next-generation battery backup unit (BBU) roadmap for AI data centers, featuring a scalable lineup from 4kW to what it calls the world's first 12kW BBU...