October 24, 2024 - Texas Instruments (TI), the world's leading semiconductor manufacturer, announced that it has officially begun production of gallium nitride (GaN)-based power semiconductors at its new facility in Aizu, Japan. This important milestone marks a major expansion of Texas Instruments in the field of high-performance semiconductors.

According to Texas Instruments, with the start-up of production at the Aizu facility, coupled with its existing GaN production facility in Dallas, Texas, the company will achieve a four-fold increase in its internal GaN power semiconductor capacity. This significant capacity increase is expected to give the company a stronger competitive advantage in the fast-growing GaN market.

As a new generation of semiconductor material, GaN shows great potential in high-power, high-frequency applications, especially in electric vehicles, 5G communications, data centres, and other areas of wide application prospects. Texas Instruments' large-scale investment in GaN technology not only demonstrates the company's confidence in this field, but is also expected to promote the technological progress of the entire industry.

Texas Instruments chose to set up a new factory in Aizu, Japan, reflecting the deepening of the company's globalisation strategy. This move not only helps to diversify geographic risks, but also may provide faster supply support for the Asian market. At the same time, the significant increase in production capacity may have a profound impact on the market supply pattern and pricing strategy of GaN power semiconductors.

Industry experts pointed out that Texas Instruments capacity expansion at a time when the global semiconductor industry is increasingly competitive. Recently, other semiconductor giants, including Infineon, have also made breakthroughs in the field of GaN technology. Texas Instruments' move will undoubtedly further intensify competition in the industry, promoting the innovation and application of GaN technology.

With the commissioning of the new plant, the market generally expects Texas Instruments will play a more important role in the future GaN power semiconductor market. This development will also bring more choices to the downstream industry, potentially accelerating technology upgrades and product innovation in related applications.

The impact of this capacity expansion by Texas Instruments will gradually emerge in the coming months. The industry will be watching closely to see how this initiative changes the market landscape for GaN power semiconductors, and whether Texas Instruments can stand out in the competitive marketplace through this strategic investment.


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