ON Semiconductor Extends Power Reach With GaNEXUS For AI And Industry - Yahoo Finance

ON Semiconductor has launched its GaNEXUS gallium nitride power portfolio, expanding its presence in advanced power solutions for AI data centers, industrial automation, and energy infrastructure. The... Read original →

ON Semiconductor’s GaNEXUS launch signals a strategic pivot beyond silicon and SiC into high-efficiency GaN power devices. Technically, this forces co-evolution across driver ICs, packaging, and thermal systems—especially critical in AI data centers where GaN’s high-frequency operation can shrink power units by over 30%. Geopolitically, U.S. CHIPS Act restrictions and export controls are inflating supply chain costs; ON must localize key inputs to mitigate disruption. Competitively, Infineon’s CoolGaN and TI’s integrated controllers already dominate early design-ins, so ON must leverage system-level tools like Elite Pairing Studio to win sockets. Over the next 12–24 months, industrial and energy adoption will lag EVs, but surging AI compute could accelerate data center uptake—if ON secures Tier-1 cloud provider designs for next-gen PSUs by 2027.