Scaling RF power and efficiency: How GF is bringing RF GaN to system-level reality - marketscreener.com

This article focuses on the development and application prospects of radio frequency gallium nitride technology in the semiconductor industry. RF power amplifiers, as core components of modern communi... Read original →

GlobalFoundries’ push to system-level RF GaN production triggers a cascade across the power semiconductor stack: upstream substrate suppliers must meet tighter purity and thermal specs, while downstream 5G and satcom OEMs gain smaller, more efficient PAs. Geopolitically, Taiwan, China’s role as a manufacturing hub subjects non-U.S. customers to rising compliance costs under tightening export controls. TSMC will likely fast-track its competing RF GaN platform, while Qorvo and Wolfspeed may pivot to advanced packaging for differentiation. Over the next 12–24 months, RF GaN will expand beyond telecom into industrial radar and EV onboard chargers, establishing a new benchmark for high-frequency efficiency and accelerating LDMOS obsolescence in premium segments.