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Enphase Energy opens US pre-orders for its first GaN-based microinverters

What happened

Enphase Energy has opened US pre-orders for its IQ9N-3P Commercial Microinverter, its first product powered by gallium nitride (GaN) technology. This launch signals increased adoption of GaN in the commercial solar energy sector, potentially boosting demand for high-power GaN components. Neutral: While this confirms a new demand channel for GaN semiconductors, the initial volume and direct impact on spot market pricing for discrete GaN components are expected to be limited and gradual.

Impact and signal

Low impactImpact score: 25/100

Affected components and suppliers

GaN Power DevicesMicroinverters
Enphase Energy Inc
product-launchgan-adoptionsolar

Source and time

Source: Semiconductor Today · 9/9/2025 · View original source

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