A Power Reshuffle Follows GF, TSMC GaN Tie-Up
NeutralArtificial Intelligence
- TSMC has licensed its Gallium Nitride (GaN) technology to GlobalFoundries (GF) as it exits the power semiconductor market, marking a significant shift in the U.S. semiconductor landscape. This move is expected to reshape the competitive dynamics among semiconductor manufacturers in the region.
- The licensing agreement allows TSMC to focus on its core competencies while enabling GF to enhance its capabilities in power semiconductors, a sector that is increasingly critical for various applications, including electric vehicles and renewable energy technologies.
- This development underscores the ongoing evolution of the semiconductor industry, where companies are adapting to market demands and geopolitical pressures. TSMC's commitment to expanding its presence in the U.S. aligns with broader trends of reshoring semiconductor production and addressing supply chain vulnerabilities, particularly in light of increasing competition from European and Asian markets.
— via World Pulse Now AI Editorial System
