onsemi launches GaNEXUS gallium nitride power portfolio - StreetInsider

onsemi has launched its GaNEXUS gallium nitride (GaN) power portfolio, covering voltage ranges from 40V to 650V, targeting key applications such as AI data centers, industrial automation, robotics, an... Read original →

onsemi’s GaNEXUS launch isn’t just another product rollout—it’s a strategic strike at the power-efficiency ceiling of AI infrastructure. Technically, integrating 650V GaN FETs with the Treo platform slashes magnetics size by up to 60%, forcing upstream magnetics and packaging suppliers to redesign for high-frequency operation. Regulatory risks loom: while U.S. CHIPS Act incentives favor domestic assembly, GaN epitaxy remains reliant on foundries in Taiwan, China and Southeast Asia, exposing supply chains to geopolitical friction. Competitors like Infineon and Navitas will likely accelerate integrated GaN solutions, especially for 48V AI server architectures. Within 18 months, GaN will shift from optional to mandatory in AI data center power chains, triggering a systemic shift toward higher switching frequencies and power density—where thermal management and system-level integration dictate market leadership.