NuAxiSemiconductor trade intelligence
VIS licenses TSMC’s 650V and 80V GaN technology
What happened
VIS has licensed TSMC's 650V and 80V gallium nitride (GaN) technology to accelerate its development of next-generation GaN power solutions for data center, automotive, and industrial applications. This is a technology licensing agreement between two Taiwanese foundries, not a direct production or capacity announcement. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trader inventory decisions.
Impact and signal
Low impactImpact score: 12/100
Affected components and suppliers
GaN Power ICs
Vanguard International Semiconductor Corp (VIS)Taiwan Semiconductor Manufacturing Company Ltd (TSMC)
technology-licensingcapacity-expansion
Source and time
Source: Semiconductor Today · 1/29/2026 · View original source
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