onsemi Introduces GaNEXUS Gallium Nitride Power Portfolio - The Manila Times

onsemi has launched its new GaNEXUS™ gallium nitride (GaN) power portfolio, designed to deliver higher efficiency, greater power density, and improved thermal performance for applications such as AI d... Read original →

onsemi’s GaNEXUS launch is a strategic strike at the power architecture bottleneck in AI data centers, not just another component rollout. Technically, integrating TOLL/TOLT cooling with the Treo platform slashes magnetics size by 60%, forcing upstream magnetics and thermal suppliers to redesign, while downstream OEMs trade short-term requalification costs for long-term TCO savings. From a compliance view, shifting GaN fab capacity to North America or Vietnam mitigates U.S.-China export controls, though 650V+ devices remain EAR-restricted—demanding dual-sourcing. Competitors like Infineon and Navitas will likely counter with more integrated GaN solutions, especially targeting industrial robotics. Over the next 18 months, GaN will rapidly displace silicon and even SiC in the 48V–800V mid-voltage segment, and onsemi’s system-level approach—not just discrete FETs—positions it to command pricing power in the AI power efficiency race.