If China can perfect low-cost, high-quality GaN manufacturing, it could widen the semiconductor price gap, making Chinese chips more competitive. Since the U.S. depends on GaN for military applications, these developments could increase China’s strategic advantage in electronics and defense.
If reports on the findings are accurate, it marks a significant step toward improving the efficiency and reducing the cost of GaN-based semiconductors. If China can mass-produce high-quality GaN chips, it could increase its lead in semiconductor technology, especially in military and 5G applications.