NuAxiSemiconductor trade intelligence
TI adds 200mm GaN power semiconductor production in Japan, quadrupling internal capacity
What happened
Texas Instruments has begun GaN power semiconductor production at its Aizu, Japan fab, which, combined with its Dallas operations, quadruples its internal manufacturing capacity for these components. This expansion addresses growing demand for GaN in applications like data centers and EVs, where it offers efficiency advantages over silicon. Bearish: The significant increase in captive supply for a key player reduces potential supply constraints and could exert downward pressure on GaN power semiconductor pricing in the medium term.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
GaN Power Semiconductors
capacity-expansionsupply-increaseGaN
Source and time
Source: Semiconductor Today · 10/24/2024 · View original source
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