TSMC, VIS, UMC poised to gain from rising GaN penetration for EVs

Digitimes
By Willis KeMar 6, 2023, 1:27 am260 pts
Third-generation compound semiconductor market conditions are expected to change in the wake of Tesla announcing a 75% cut in the use of SiC components for its next-generation EV powertrain systems, with GaN believed to embrace the subsequent substitution effect. This is expected to benefit TSMC, Vanguard…

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