TSE:6723Semiconductor
Should Renesas’ New GaN Licensing and GlobalFoundries Deal Require Action From Renesas Electronics (TSE:6723) Investors?
In recent weeks, Efficient Power Conversion announced a licensing deal giving Renesas Electronics access to its low-voltage eGaN power technology, while Renesas also expanded a multi‑billion‑dollar manufacturing collaboration with GlobalFoundries to support advanced automotive and industrial chips.
Together, these agreements deepen Renesas’ capabilities in next‑generation power and automotive semiconductors while bolstering supply resilience through both second‑sourced GaN devices and...