NuAxiSemiconductor trade intelligence
Veeco receives Propel300 MOCVD system order from GaN-on-Si power semiconductor IDM
What happened
Veeco Instruments received an order for its Propel300 MOCVD system from a major power semiconductor IDM for GaN-on-Si production on 300mm wafers. This indicates an ongoing capacity build-out in the GaN power device sector, driven by demand in applications like electric vehicles and data centers. Watch: This equipment sale signals future supply expansion, which could ease long-term pricing pressure on GaN power components, but the immediate trading impact is indirect.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
GaN-on-Si Power Semiconductors
Veeco Instruments Inc
capacity-expansionequipment-orderGaN
Source and time
Source: Semiconductor Today · 11/5/2025 · View original source
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