Ai demand increase along with large contracts with hyperscale's squeeze ram supply.

GaN has a bandgap of ~3.3-3.6 eV versus silicon's ~1.1-1.2 eV. That physics difference translates directly to higher efficiency, better thermal management, and smaller form factors in power electronics. As AI scaling pushes data centers to become the dominant cost center for tech companies, the electricity OpEx becomes impossible to ignore. GaN-based power infrastructure becomes economically mandatory. 3 is bigger than 1. Smart people eventually figure it out and refuse the OpEx.

People need to eat

3.3 is a bigger number then 1.2 :)

no