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Agência de Comunicação - onsemi Introduces GaNEXUS Gallium Nitride Power Portfolio - Estadão Blue Studio

bluestudio.estadao.com.br 2026-06-09 Estadão Blue Studio
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Companies:onsemi
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Gallium NitridePower SemiconductoronsemiGaNEXUSElectric Vehicles5G CommunicationFast ChargingSemiconductor MaterialsPower DevicesPower ManagementAutomotive ElectronicsRF Devices
News Summary
onsemi's launch of the GaNEXUS gallium nitride power portfolio represents a significant advancement in power semiconductor technology for electric vehicles, 5G communications, and fast charging applic... Read original →
Industry Analysis
onsemi’s GaNEXUS launch isn’t just a product rollout—it’s a strategic assault on silicon’s dominance in power electronics. Technically, its high switching frequency and low conduction loss will force co-evolution across gate drivers, magnetics, and thermal solutions. Regulatory headwinds loom: tightening U.S. export controls on wide-bandgap semiconductors and EU energy efficiency mandates (e.g., Ecodesign Lot 9) will inflate compliance costs for non-local supply chains. Competitively, Infineon and Wolfspeed will likely fast-track automotive-qualified GaN modules, while Taiwan, China-based players may pivot through consumer fast-charging as a beachhead. Within 18 months, GaN will hit cost inflection points in 800V EV chargers and 5G Massive MIMO base stations, shifting the market from performance-led to cost-performance optimized—onsemi is racing to define the next power electronics standard.
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