Intelligence Report #10

Strategic Deep-Dive

ide (GaN) business focus from a product-oriented Integrated Device Manufacturer (IDM) model to a manufacturing-centric foundry model. According to reports from industry insiders and The Elec, the South Korean tech giant has encountered significant friction in establishing its own brand of GaN power modules within the highly conservative automotive and industrial sectors. Consequently, Samsung is now pivoting to leverage its formidable 8-inch (200mm) wafer fabrication infrastructure to serve as a high-volume foundry partner for the global surge of fabless GaN design companies.\n\nGaN-on-Silicon technology is at the heart of this transition.

Unlike Silicon Carb