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The article focuses on the RF GaN (Radio Frequency Gallium Nitride) market and its evolution, particularly with the emergence of GaN-on-Silicon (GaN-on-Si) technology. It discusses how GaN technology has been widely used in the defense and telecom markets, with RF applications predominantly dominated by GaN-on-Silicon Carbide (GaN-on-SiC) devices. It also explores how GaN-on-Si technology is beginning to impact the supply chain and potentially shape future telecom technologies.

The article presents the discussion on analysts at Yole Développement (Yole) predicting the RF GaN device market used in military radar and electronic warfare.