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Vertical Semiconductor

Cambridge, Massachusetts startup founded in 2024 as an MIT spin-out. It develops vertical gallium nitride power transistors based on research from MIT's Palacios Group.

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product1 publisher

Onsemi ties its GaN ramp to Nvidia's 2027 move to 800-volt racks

Onsemi's GaN chief expects gallium nitride power parts to reach mass production in 2026/27 as Nvidia moves racks to 800 volts from 2027. For buyers, the change sits in one converter inside the power supply, where Onsemi's own high-voltage part is still about a year from volume production.

Reality

Evidence35
Adoption15
Hype gap+35
Incentives75
Confidence45