onsemi Introduces GaNEXUS Gallium Nitride Power Portfolio - Yahoo Finance

onsemi announced the launch of its GaNEXUS™ gallium nitride (GaN) power portfolio on June 9, 2026, aimed at delivering higher efficiency, greater power density, and improved thermal performance for hi... Read original →

onsemi’s GaNEXUS launch is a surgical strike against power delivery bottlenecks in AI infrastructure, not just another device rollout. By integrating 650V Smart FETs with the Treo platform, it shifts system design from discrete-component stacking to unified sensing-control-protection architectures—forcing foundries to mature GaN-on-Si processes and compelling server OEMs to overhaul power topologies. While this reduces long-term OPEX under tightening U.S. and EU efficiency mandates, reliance on MOCVD tools and ultra-pure ammonia heightens supply chain fragility. Competitors like Infineon and Wolfspeed will likely counter with hybrid SiC-GaN solutions, especially targeting 380V DC bus data centers. If GaNEXUS secures inclusion in mainstream AI server reference designs within 18 months, it could catalyze a standards shift, accelerating silicon’s exit from >1kW applications.