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Aixtron launches G10-GaN MOCVD platform for power and RF devices

What happened

Aixtron SE launched its new G10-GaN MOCVD platform at SEMICON Taiwan 2023, targeting production of GaN-based power and RF devices. The tool is claimed to offer best-in-class performance and lowest cost per wafer, potentially improving the economics of GaN device manufacturing. Neutral: This is a long-term capacity enabler for GaN wafers, not a near-term supply/demand shock; traders should monitor for follow-on capacity announcements from foundries.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

GaN-on-Si WafersGaN RF Wafers
Aixtron SE
capacity-expansionequipmentGaN

Source and time

Source: Semiconductor Today · 9/6/2023 · View original source

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