onsemi Introduces GaNEXUS Gallium Nitride Power Portfolio
Rhea-AI Summary
onsemi (ON) launched GaNEXUS, a gallium nitride power portfolio now sampling from 40V to 650V, including 650V GaNEXUS Smart FETs with integrated protection. The devices target AI data centers, 48V systems, robotics, industrial automation, and energy infrastructure.
According to onsemi, GaNEXUS enables faster switching, lower losses, higher power density, and improved thermal performance versus conventional silicon, and can cut magnetics size by up to ~60%, raise power density by ~1.5x–2x, and improve efficiency by ~0.5–2%, depending on topology.
AI-generated analysis. Not financial advice.
Positive
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Negative
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Key Figures
Market Reality Check
Peers on Argus
ON gained 3.1% while peers were mixed: GFS -1.85%, UMC -1.43%, STM +0.36%, ASX +0.11%, CRDO +2.19%. No broad semiconductor move or clustered peer news was detected, pointing to a stock-specific catalyst.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jun 08 | Design tool launch | Positive | +4.3% | Launch of Elite Pairing Studio cloud tool for SiC power design. |
| May 07 | Convertible notes pricing | Negative | -4.9% | Pricing of $1.3B 0% convertible senior notes due 2031. |
| May 06 | Convertible notes proposal | Negative | +3.0% | Announcement of proposed $1.3B convertible notes and stock repurchases. |
| May 04 | Q1 2026 earnings | Neutral | +0.6% | Q1 results with $1,513.3M revenue and mixed GAAP vs non-GAAP metrics. |
| Apr 28 | EV partnership | Positive | -4.8% | Expanded EliteSiC collaboration with Geely for 900V EV architectures. |
Recent news shows mixed reactions: product tools often saw gains, while strategic deals and capital raises sometimes drew selling, producing both aligned and divergent moves.
Over the last few months, onsemi has combined product innovation with capital markets and strategic activity. An Elite Pairing Studio launch on Jun 08 focused on SiC design tools and saw a +4.31% move. Earlier, convertible note offerings in early May produced opposite price reactions despite similar structures. Q1 2026 earnings highlighted $1,513.3M revenue and AI data center strength, while an EliteSiC EV partnership with Geely on Apr 28 drew a negative reaction. Today’s GaNEXUS GaN power launch extends this pattern of AI- and electrification-focused power offerings.
Market Pulse Summary
This announcement adds GaNEXUS gallium nitride power devices to onsemi’s existing silicon and EliteSiC portfolio, targeting AI data centers, robotics, and energy infrastructure with up to 1.5x–2x higher power density and ~0.5–2% efficiency gains. It follows recent initiatives in SiC tools and EV partnerships, reinforcing a focus on high-growth electrification and AI workloads. Investors may track adoption in AI power shelves, 48V systems, and EV charging as indicators of commercial traction.
Key Terms
gallium nitride medical
dc-dc technical
AI-generated analysis. Not financial advice.
Now sampling gallium nitride devices to deliver higher power density, improved efficiency in AI data centers, robotics, and energy infrastructure applications
SCOTTSDALE, Ariz., June 09, 2026 (GLOBE NEWSWIRE) -- Summary
onsemi today announced the launch of GaNEXUS™, a new gallium nitride (GaN) power portfolio engineered to deliver higher efficiency, greater power density, and improved thermal performance across AI data centers, industrial automation, robotics, and energy infrastructure applications. The initial portfolio includes GaNEXUS FETs sampling across voltage ranges from 40V to 650V, including 650V GaNEXUS Smart, GaN FETs with integrated protection features, to simplify system integration and improve reliability.
News Highlights
- onsemi’s GaNEXUS power portfolio delivers faster switching speeds, lower switching losses, higher power density, and improved thermal performance for next-generation power architectures
- GaNEXUS FETs from 40V to 650V and 650V GaNEXUS Smart, GaN FETs with integrated protection features, are sampling now
- When combined with onsemi’s Treo Platform for integrated sensing, control, protection, and power management, GaNEXUS enables smarter, more reliable, and more robust system-level power solutions
- Together, onsemi’s silicon, EliteSiC, and GaNEXUS technologies give customers the flexibility to optimize efficiency, thermal performance, system size, and total cost across the full power-delivery chain
What’s New: onsemi announced today the launch of its GaNEXUS™ gallium nitride (GaN) power portfolio, with the initial sampling of GaNEXUS FETs across voltage ranges from 40V to 650V as well as its GaNEXUS Smart 650V GaN FETs. The portfolio is ideally suited for power-hungry applications including AI data center power delivery, 48V systems, robotics and industrial automation, and energy infrastructure.
The addition of GaNEXUS to onsemi’s intelligent power portfolio expands the company’s ability to deliver optimized power solutions across a range of applications, voltage domains, and performance requirements. As part of onsemi’s broader power portfolio alongside silicon and EliteSiC technologies, GaNEXUS gives customers greater flexibility to optimize performance, efficiency, thermal behavior, and total system cost across the full power-delivery architecture.
Why it Matters: As AI infrastructure, electrification, industrial automation, and energy systems continue to increase demand for more efficient and compact power architectures, designers are facing growing challenges around energy consumption, thermal management, and system size. AI data centers alone are expected to consume up to
GaNEXUS addresses these challenges by enabling faster switching speeds, lower switching losses, higher power density, and improved thermal performance compared to conventional silicon-based solutions. These advantages allow customers to reduce the size of magnetics and cooling systems while improving overall system efficiency and responsiveness and lowering system cost in applications ranging from AI data center power delivery and electric vehicle charging to robotics and industrial power systems.
“Our GaNEXUS portfolio is enabling new architectures for power system design,” said Antoine Jalabert, vice president of the GaN division at onsemi. “As customers push for more power in less space, it gives engineers greater flexibility to overcome constraints that have limited conventional power architectures.”
How it Works: GaNEXUS solutions are engineered to improve how modern power systems convert and manage energy. When paired with onsemi’s Treo Platform for integrated sensing, control, protection, and power-management, GaNEXUS can deliver complete system-level power solutions that are smarter, more reliable, and more robust. This system-level approach helps customers simplify design complexity, accelerate development and qualification, reduce thermal and cooling requirements, and optimize performance across the full power delivery chain.
In low- and medium-voltage systems, including AI server 48V intermediate bus converter (IBC) and battery backup units (BBU) and motor drives, GaNEXUS enables:
- ~30–
60% smaller magnetics - ~1.5x–2x higher power density
- ~0.5–
2% efficiency improvement, depending on topology - Reduced switching losses, improved thermal performance and control stability
In higher-voltage applications such as AI power shelves, high-voltage DC-DC conversion, PFC, and LLC power stages, GaNEXUS enables:
- Up to ~
60% reduction in magnetics size in high-frequency AC-DC and resonant stages - ~1.5x–2x higher power density in PFC, LLC, and HV DC-DC architectures
- ~0.5–
1% efficiency gains with meaningful thermal and operating-cost impact at scale - Lower losses reduce thermal stress in compact, high-power systems
- GaNEXUS Smart reduces system risk and simplifies power stage design for faster qualification and higher confidence
GaNEXUS devices feature thermally enhanced packages with industry-standard footprints for dual sourcing, like TOLL Bottom Cooling, TOLT Top Cooling, and dual cooling 3.3mm x 3.3mm and 5mm x 6mm packages.
Additional Information
- onsemi GaNEXUS
- onsemi Treo Platform
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1 Source Powering Intelligence: Analyzing Artificial Intelligence and Data Center Energy Consumption
2 Source: Data Center Operating Costs: Complete Guide (2026)
About onsemi
onsemi (Nasdaq: ON) delivers intelligent power and sensing technologies that enable electrification, energy efficiency, safety, and automation across automotive, industrial, and AI data center end-markets. With a highly differentiated and innovative product portfolio, onsemi helps customers solve complex challenges to achieve higher efficiency, improved performance, and lower system cost, while supporting a safer, cleaner, and more energy‑efficient world. The company is part of the S&P 500® index. Learn more at www.onsemi.com.
onsemi and the onsemi logo are trademarks of Semiconductor Components Industries, LLC. All other brand and product names appearing in this document are registered trademarks or trademarks of their respective holders. Although the Company references its website in this news release, information on the website is not to be incorporated herein.
Contact:
onsemi
Michael Mullaney
michael.mullaney@onsemi.com
+1 838-289-7314
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/5ca786af-b7b1-4cef-bf7e-dd21fa649e54
