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Rohm integrates TSMC GaN process to scale production and meet AI server demand by 2027
What happened
Rohm has integrated TSMC's GaN process technology into its internal development and manufacturing to establish an end-to-end production system, targeting AI server demand scaling by 2027. This partnership aims to enhance production capacity and supply chain control for GaN power devices. Watch: This long-term capacity expansion could alleviate future supply constraints for high-power AI server components, but has no immediate price impact.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
GaN Power Devices
Rohm Co., Ltd.Taiwan Semiconductor Manufacturing Company (TSMC)
capacity-expansionpartnershipAI-infrastructure
Source and time
Source: DigiTimes Asia · 3/1/2026 · View original source
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