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Rohm strengthens supply capability for GaN power devices
What happened
Rohm has licensed TSMC's GaN process technology to establish an end-to-end production system at its Hamamatsu fab, targeting mass production in 2027. This move aims to strengthen supply for high-growth applications like AI servers and EVs. Watch: This long-term capacity expansion could ease future supply constraints for GaN power devices, but has no immediate price impact.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
GaN Power Devices
RohmTSMC
capacity-expansionpartnershipGaN
Source and time
Source: Evertiq · 3/9/2026 · View original source
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