3 Recent GaN Advancements Impacting the Industry

Gallium Nitride (GaN) continues to shake up the semiconductor industry, with recent developments enhancing its applications across various sectors.

Infineon’s Breakthrough in GaN Chip Production

In September 2024, Infineon announced a significant advancement by producing GaN chips on 300mm wafers—a world first. This innovation allows for 2.3 times more chips per wafer compared to the traditional 200mm wafers, reducing production costs and bringing GaN chip prices closer to those of silicon. This development positions Infineon to capture a substantial share of the growing GaN chip market, projected to reach several billion dollars by the end of the decade.

GlobalFoundries’ Acquisition of Tagore Technology’s GaN Assets

In July 2024, GlobalFoundries acquired Tagore Technology’s GaN technology to accelerate the development of disruptive power management solutions. This strategic move aims to enhance efficiency and performance in power management systems, leveraging GaN’s superior properties.

Advancements in GaN Technology for Defense Applications

GaN technology has also made strides in defense electronics, particularly in active electronically scanned array (AESA) radars. For instance, Saab’s Giraffe radar and Erieye systems utilize GaN-based modules to enhance performance and reliability. Additionally, India’s Defence Research and Development Organisation is developing the Virupaaksha radar for the Sukhoi Su-30MKI, based on GaN technology, indicating a global trend towards adopting GaN in military applications.

Implications for Engineers

These developments underscore GaN’s growing significance in the semiconductor industry. Engineers should note the following implications:

• Cost Reduction: Advancements in wafer technology are making GaN more cost-competitive with silicon, potentially broadening its adoption in various applications.
• Enhanced Performance: GaN’s superior efficiency, speed, and thermal management continue to drive its integration into high-performance systems, including defense and telecommunications.
• Strategic Acquisitions: Companies are investing in GaN technology to innovate power management solutions, indicating a market shift towards GaN-based systems.

Staying informed about these trends is crucial for engineers involved in semiconductor design and application, as GaN technology continues to shape the future of electronics.