Core Viewpoint - TSMC plans to exit the GaN foundry business by July 2027, prompting ROHM to acquire GaN technology licensing from TSMC and initiate in-house production of 650V GaN power devices [1] Group 1: Company Actions - ROHM's president announced on February 4, 2026, that the company is moving towards self-production of GaN devices after acquiring a license from TSMC [1] - ROHM has outsourced the front-end processing of its 650V products to TSMC and is exploring various options, including internal R&D and collaborative development with VIS [1] - ROHM plans to start an 8-inch production line at its Hamamatsu factory and may outsource some production to VIS if demand surges [1] Group 2: Industry Impact - Companies that previously outsourced production to TSMC, such as Navitas Semiconductor, are now working on shifting their production [1] - TSMC's subsidiaries, including Vanguard International Semiconductor (VIS) and GlobalFoundries (GF), will receive licensing for TSMC's 650V and 80V GaN technologies [1]