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ROHM Strengthens Supply Capability for GaN Power Devices
What happened
ROHM will license TSMC's GaN process technology to establish an in-house production system by 2027, aiming to strengthen supply for AI servers and EVs. This deepens their existing partnership but concludes their specific automotive GaN collaboration. Watch: This vertical integration could improve supply stability for GaN devices in the medium term, but the 2027 timeline delays direct impact.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
GaN Power Devices
ROHM Co., Ltd.TSMC
capacity-expansiontechnology-transfersupply-chain
Source and time
Source: GlobeNewswire Semiconductors · 2/26/2026 · View original source
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