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Business & Finance

ROHM's GaN Gamble: Racing to Go It Alone by 2027

TSMC, the world's largest foundry, is quitting GaN power-chip manufacturing. ROHM, which built its flagship 650V parts inside TSMC's fabs, has licensed the technology and is racing to mass-produce in Hamamatsu by 2027. A look at the China-US rivalry and Japan's vertical-integration bet.