News tagged GaN at DIGITIMES

NEWS TAGGED GAN

Tuesday 29 September 2026

GlobalFoundries eyes GaN expansion to challenge TSMC in AI

GlobalFoundries (GF) is preparing a major global capacity expansion as TSMC is set to gradually exit gallium nitride (GaN) foundry services...

Thursday 24 September 2026

AI drives Episil GeSi, PMIC growth

Semiconductor epitaxy maker Episil Precision said on September 22 that rising demand from AI data centers has created two main growth...

Wednesday 23 September 2026

Episil says AI demand marks structural shift in semiconductor epitaxy

Episil Precision said AI-related demand is reshaping semiconductor epitaxy for the long term, with effects reaching global power and optical supply chains. The Taiwan-based maker is...

Friday 18 September 2026

GaN is winning the AI power argument, not yet the cost battle

Gallium nitride (GaN) is emerging as a key power semiconductor for AI data centers, where rising rack power and the shift toward higher-voltage...

Monday 14 September 2026

DIGITIMES Insight: China's GaN challengers are no longer playing catch-up

Chinese GaN power semiconductor maker Innoscience gained direct access to capital markets after listing in Hong Kong at the end of 2024, giving it fresh funding to expand GaN capacity...

Thursday 3 September 2026

Win Semiconductors unveils 0.1μm GaN for AI, satellite links

Taiwanese compound semiconductor maker WIN Semiconductors said on September 1, 2026, that compound semiconductors are the backbone of AI and satellite communications, as it unveiled...

Friday 28 August 2026

AI data center 800VDC power architecture takes shape; future hurdles require balancing multiple key factors

Introduction

Wednesday 26 August 2026

Growth in low-Earth-orbit satellite communications accelerates; further boosts demand for GaN components

Introduction

Friday 21 August 2026

800VDC adoption in AI data centers is set to reshape power chip demand

A shift to 800VDC power architectures in next-generation AI data centers is gathering pace, with implications for GPU planning, power semiconductor demand, and rack design. Many vendors...

Friday 14 August 2026

LEO satellite communications, space computing drive rising importance of GaN power amplifiers

DIGITIMES expects SpaceX to further accelerate Starlink satellite deployments in 2027, expanding network capacity and supporting faster rollout of its direct-to-cell (D2C) services...

Thursday 6 August 2026

SpaceX earnings strengthen Win Semiconductors' outlook for satellite-driven GaN demand

SpaceX's first quarterly earnings release has offered fresh evidence that Starlink's expansion is moving beyond subscriber growth and...

Monday 3 August 2026

Samsung's GaN rumored setbacks threaten foundry launch, leaving it racing to close reliability gap

Samsung Electronics' gallium nitride (GaN) foundry effort has reportedly suffered another setback, with high-temperature reliability failures potentially pushing mass production into...

Monday 27 July 2026

WIN Semiconductors sees optical communications ramp accelerate AI revenue contribution

Gallium arsenide (GaAs) foundry WIN Semiconductors (WIN) expects infrastructure revenue to continue growing in the third quarter of...

Friday 10 July 2026

Wolfspeed challenges Navitas over GaN and SiC patent boundaries

Wolfspeed's patent lawsuit against Navitas Semiconductor has opened a new front in the wide-bandgap power chip race, extending the legal...

Friday 10 July 2026

Mitsubishi Chemical, JSW ramp GaN substrate capacity for EVs and data centers

Mitsubishi Chemical and Japan Steel Works are preparing a fresh capacity expansion in gallium nitride (GaN) substrates, aiming to capture...

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