The Gallium Nitride (GaN) — NVIDIA's Lead Partner for 800V AI HVDC · The Power Conversion Layer — SiC, GaN, PMICs & the 800V AI Architecture
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Established high-voltage IC leader with a building GaN portfolio.
What they do
Established high-voltage IC leader; GaN portfolio building. Less leveraged to NVIDIA than Navitas — but profitable and less binary. The lower-beta way to play GaN.