GaN Power Electronics: Transforming the AI Landscape

In just one week, gallium nitride (GaN) went from powering phone chargers to powering the future of AI. NVIDIA has tapped China's Innoscience for its 800-volt data-center program, proving GaN can handle the entire energy chain that feeds GPUs. But while Innoscience celebrates, Infineon is dragging it into court battles, and TSMC’s exit from GaN opens the field to new foundries. The message is…