摩根士丹利：台积电退出氮化镓硅片业务

July 3, 2025 11:26 AM GMT Infineon Technologies AG | Europe TSMC to exit GaN/Silicon Key Takeaways What has happened? Navitas recently announced that TSMC will end GaN/Si production in July 2027, suggesting the foundry player is set to wind down some non-core capabilities, especially where the pressures of competing with lower-cost Chinese manufacturing are evident, as with GaN/Si wafers. TSMC's strategic exit from GaN production is prompting Navitas (covered by our US colleague Joe Moore) to diversify its ...