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CGD partners with GlobalFoundries to supply single-chip ICeGaN power devices
What happened
CGD partners with GlobalFoundries to expand the supply chain for its ICeGaN power devices. This collaboration leverages GF's manufacturing capabilities to support CGD's fabless strategy. Bearish: Capacity expansion plans typically increase supply, putting downward pressure on spot prices.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
GaN Power Devices
Cambridge GaN Devices LtdGlobalFoundries
capacity-expansionpartnership
Source and time
Source: Semiconductor Today · 10/22/2025 · View original source
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