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Re:Global chip shortage may soon turn into an oversupply crisis by kurthr on Sunday February 27, 2022 @02:22PM (#30491590)
MOSFETs (both Si/SiC and more recent GaN) switching transistors may be made on special (Epi or Sapphire) wafers, but the Fabs are very old school (e.g. 2-6in vs 12in for CMOS) and the process geometries are practically neolithic (e.g. 90s). Processing equipment is more limited by the lack of desire to build or support something so old. Die sizes are also quite reasonable (e.g. 4kW/cm2) However, there is still enormous capacity for processing them around the world (both in US/EU, and around Asia).

Perhaps, for the new GaN on Sapphire wafers there could be a significant manufacturing limit? Mostly, those are used for Blue LEDs today.

Re:Global chip shortage may soon turn into an oversupply crisis by greggsy on Sunday February 27, 2022 @03:36PM (#30492236)
Are GaN2 and 3 more exotic, r are they just newer iterations of GaN?
Re:Global chip shortage may soon turn into an oversupply crisis by kurthr on Sunday February 27, 2022 @03:49PM (#30492362)
Those appear to marketing names applied to DC Chargers. I suspect that the GaN2&3 refer to higher frequency operation. This may be due to lower parasitic capacitances, and would allow smaller components/inductors to be used at comparable efficiencies and lower cost. Certainly, the wafers and materials seem to be the same.