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[News] Samsung’s 8-Inch GaN Production Line Reportedly Gets Ready

What happened

Samsung's first 8-inch GaN production line is expected to begin mass production in Q2 2026, with initial revenue projected below KRW 100 billion. The company has also invested KRW 100-200 billion in equipment and plans to start its SiC foundry line this year. Neutral: New capacity adds long-term supply but is delayed and initial scale is small, with no immediate price impact.

Impact and signal

Medium impactImpact score: 55/100

Affected components and suppliers

GaN Power SemiconductorsSiC Power Semiconductors

Samsung Electronics

capacity-expansionfoundrypower-semiconductors

Source and time

Source: TrendForce · 4/2/2026 · View original source

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[News] Samsung’s 8-Inch GaN Production Line Reportedly Gets Ready

What happened

Impact and signal

Affected components and suppliers

Source and time

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