NuAxiSemiconductor trade intelligence
[News] ROHM Secures GaN Technology License from TSMC, to Build Production Line by 2027
What happened
TSMC plans to exit its GaN foundry business on July 31, 2027, while ROHM Semiconductor secures a technology license to build a dedicated production line by 2027. This move aims to meet surging demand from AI servers, with TSMC pivoting to licensing models and competitors like GlobalFoundries and Vanguard following suit. Bullish for GaN power device supply dynamics as capacity shifts from foundries to IDM manufacturers.
Impact and signal
High impactImpact score: 75/100
Affected components and suppliers
GaN Power DevicesGallium Nitride
shortagecapacity-reductionlicensing
Source and time
Source: TrendForce · 3/9/2026 · View original source
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