onsemi expands GaN power portfolio to support high-demand applications - New Electronics

onsemi's expansion of its gallium nitride (GaN) power portfolio represents a strategic move to address the growing demand for high-performance power solutions across multiple industries. This developm... Read original →

onsemi’s GaN power expansion isn’t just a product refresh—it’s a strategic stake in the energy-efficiency inflection point. Technically, it forces co-evolution across PMICs, thermal substrates, and packaging, especially for 800V EV architectures and 5G RF front-ends. Regulatory risks loom: while U.S. CHIPS Act subsidies boost domestic fab investment, export controls on high-purity gallium could strain supply chains, compelling dual-sourcing strategies. Competitively, Infineon and STMicro will likely fast-track automotive GaN qualifications, while Wolfspeed may pivot to SiC-GaN hybrid offerings. Over the next 12–24 months, GaN will scale first in fast chargers and data centers, but its long-tail impact lies in redefining industrial motor drives and solar inverters—shifting the power semiconductor value chain from silicon-based IDMs toward compound-semiconductor ecosystems built on fabless innovation and specialty foundries.