Vanguard Licenses TSMC GaN Technology to Expand Its Power Semiconductor Portfolio

The ChangeVanguard licenses TSMC's GaN technology to offer GaN on silicon and QST substrates, accelerating entry into the high-voltage power semiconductor market starting H1 2028.

Official SourceOriginalvis.com.tw·
Indexed Mar 20, 2026
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Source Context

Vanguard (VIS) has licensed TSMC's GaN technology to expand its power semiconductor portfolio, becoming the only foundry offering GaN on both silicon and QST substrates. This strategic move accelerates VIS's entry into the high-voltage power semiconductor market, catering to the increasing demand in sectors like electric vehicles and data infrastructure.

Why It Matters

This licensing deal allows Vanguard to enter the high-voltage GaN market quickly by using TSMC's proven technology, reducing development risk and time-to-market. It strengthens its competitive position against other foundries by offering a uniquely broad GaN portfolio, catering to the growing demand for efficient power semiconductors in electric vehicles and data infrastructure.

Key Takeaways
1

VIS licenses TSMC's 650V and 80V GaN technologies

2

The deal accelerates VIS's entry into the high-voltage power semiconductor market

3

VIS becomes the only foundry offering GaN on both silicon and QST substrates

What to Watch
1

Production is planned to start in H1 2028 on VIS's 8-inch lines

2

VIS licenses TSMC's 650V and 80V GaN technologies

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