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GaN Systems expands Taiwan-based Asia operation by 3x
What happened
GaN Systems has tripled its operational footprint in Taiwan, driven by a 3x revenue surge from consumer, EV, and data center markets. This expansion signals increased production capacity to meet growing demand for its gallium nitride power switching semiconductors. Bearish: The significant capacity ramp-up for GaN power transistors could ease supply constraints and put downward pressure on pricing in the medium term.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
GaN Power Transistors
GaN Systems
capacity-expansiondemand-growthfoundry
Source and time
Source: Semiconductor Today · 2/24/2022 · View original source
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