NuAxiSemiconductor trade intelligence
Samsung Electronics to Begin Mass Production of GaN Power Semiconductors, Expanding Foundry Footprint
What happened
Samsung Electronics will begin mass production on an 8-inch GaN power semiconductor foundry line in Q2, having secured at least one customer. This marks its entry into GaN foundry services, with domestic rivals DB HiTek and SK Keyfoundry also targeting the market. 利多: New supply capacity for GaN wafers and foundry services enters a growing market driven by EV chargers and AI data centers, but initial revenue impact is limited.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
GaN Power Semiconductors
capacity-expansionfoundrywide-bandgap
Source and time
Source: The Elec · 3/20/2026 · View original source
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