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Korea’s GaN Opportunity: AI, Electrification, and Beyond

Korea’s GaN Opportunity: AI, Electrification, and Beyond

Compared to existing silicon MOSFETs, GaN offers faster switching speeds and higher efficiency. Demand is rapidly increasing across a wide range of applications, including AI server power supplies, adapters, UPS systems, and EV chargers. In particular, in 48V-based power architectures, applying GaN can reduce power losses by more than 20%, making it a key technology in data centers and high-performance computing environments. Amid these trends, the power semiconductor market is expected to be reorganized around GaN, and the existing MOSFET and driver IC markets - currently worth over $20 billion - are also undergoing rapid changes. Companies like EPC are accelerating the transition to GaN ICs, while continuous technological advancements are driving improvements in system efficiency, size reduction, and reliability. In Korea as well, demand for GaN solutions is steadily increasing, particularly in applications such as EVs, renewable energy, and battery systems. GaN is gaining attention as a core technology that enhances power efficiency while enabling more compact and lightweight designs.

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