8英寸量产！2个GaN项目披露新进展

Core Viewpoint - The article highlights the acceleration of GaN (Gallium Nitride) projects in the semiconductor industry, specifically focusing on APRO Semicon's new factory in South Korea and Polymatech's investment in India, indicating a growing trend in GaN technology development and production capacity [1][4]. Group 1: APRO Semicon - APRO Semicon's new factory in Gumi has commenced mass production of 8-inch GaN epitaxial wafers, with an annual capacity of 20,000 wafers and projected sales of 10 billion KRW (approximately 0.5 million RMB) within six months [2][4]. - The factory was completed in December of the previous year and produces silicon-based GaN epitaxial wafers for 650V power semiconductors [2]. - APRO Semicon has previously developed epitaxial wafers for 1200V GaN devices, capable of withstanding breakdown voltages of 1600V, with a growth thickness and uniformity reaching 99% [2][5]. - The company is enhancing its GaN business by collaborating with DB HiTek for supply plans and establishing a design team for next-generation GaN power semiconductor devices [2][5]. Group 2: Polymatech - Polymatech, an Indian semiconductor manufacturer, is investing 1.3 billion USD (approximately 9.3 million RMB) to build a new GaN chip factory in Chhattisgarh [6]. - The local government is providing policy support, tax incentives, infrastructure development, and special facilities to boost the electronics and semiconductor industry under the "Make in India" and "Digital India" initiatives [6]. - Polymatech aims to enhance India's semiconductor and telecom manufacturing capabilities and is prepared to offer next-generation solutions for the global 5G and 6G ecosystems [6].