SIGNALInfrastructure Software·Jun 18, 2026, 7:01 AMSignal75Medium term

GaN Power Devices Go Vertical

GaN Power Devices Go Vertical

Why new designs and process flows could help overcome manufacturing challenges. The post GaN Power Devices Go Vertical appeared first on Semiconductor Engineering .

Why this matters
Why now

Advances in materials science and manufacturing techniques are converging to address long-standing challenges in GaN power device production.

Why it’s important

Vertical GaN devices promise significant improvements in power density, efficiency, and cost, which are critical for various high-growth applications.

What changes

This development could enable more compact, efficient, and cost-effective power electronics, impacting sectors from EVs to data centers.

Winners
  • · Fuji Electric
  • · imec
  • · Power Electronics Industry
  • · EV Manufacturers
Losers
  • · Traditional Silicon Power Device Manufacturers
  • · Less Efficient Power Systems
Second-order effects
Direct

Increased market penetration of GaN power devices due to improved performance and manufacturability.

Second

Accelerated development of more energy-efficient electronic systems and smaller form factor power converters.

Third

Reduced energy consumption in various industrial and consumer applications, contributing to sustainability goals.

Editorial confidence: 90 / 100 · Structural impact: 60 / 100
Original report

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