NuAxiSemiconductor trade intelligence
Polar collaborates with IC-Link by imec on 8-inch manufacturing of e-mode GaN devices
What happened
Polar Semiconductor and imec's IC-Link are collaborating to provide 8-inch manufacturing for e-mode GaN devices. This partnership targets high-growth sectors like AI data centers and automotive. Bearish: Capacity expansion signals potential supply increase, pressuring spot prices.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
GaN (氮化镓)
Polar Semiconductorimec
capacityGaNpartnership
Source and time
Source: Semiconductor Today · 10/13/2026 · View original source
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