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IVWorks acquires Saint-Gobain’s GaN wafer business

What happened

South Korean GaN wafer manufacturer IVWorks has acquired the GaN wafer business from French materials giant Saint-Gobain. This acquisition consolidates specialized GaN epitaxial wafer production capacity under a single, focused player. 利多: This vertical integration could streamline supply and potentially stabilize pricing for RF and power electronics GaN wafers in the mid-term, though immediate price impact is uncertain.

Impact and signal

Medium impactImpact score: 45/100

Affected components and suppliers

GaN-on-Si Epitaxial WafersGaN-on-SiC Epitaxial Wafers
IVWorks Co LtdSaint-Gobain
consolidationcapacitysupply-chain

Source and time

Source: Semiconductor Today · 1/25/2022 · View original source

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