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NextGO Epi bets on gallium oxide epiwafers to cut AI data-center power losses

AI summary

Taiwanese founder Chou Ta-shun started Berlin-based NextGO Epi in 2025 with two German partners; the company makes gallium oxide epiwafers and claims to be Europe's only producer able to mass-produce 4-inch gallium oxide epiwafers at industrial quality, and it closed a €2 million pre-seed round in July 2026. Because power-semiconductor giants such as Infineon and Bosch do not yet have gallium oxide device lines, NextGO Epi currently pays foundries in Germany, the US and Taiwan to turn its epiwafers into devices for customers; Chou originally expected the market to open around 2030 but now expects foundries to take on gallium oxide devices by 2028 as AI power demand grows. The report notes that gallium oxide still lacks practical P-type doping and has lower thermal conductivity than silicon carbide, which Chou says can be worked around through device design and heterogeneous material bonding; he also says its 4.9 eV bandgap could theoretically yield device resistance one-fifth to one-tenth that of comparable SiC or GaN parts.

In-depth insight

The report frames gallium oxide as a potentially more efficient material for the voltage-conversion stages of data-center power delivery, the demand pressure behind the interest, but the breakdown and resistance figures are the CEO's theoretical claims and no commercial device line exists yet.

台灣人在柏林做 AI 資料中心想吃的「漢堡肉」,NextGO Epi 押注下代省電材料氧化鎵

處理客戶委託生產磊晶片,對博士生周大順來說,只是個例行工作,他在實驗室裡照平常的做法把磊晶片做出來、交出去。休息之際,他無意間看到那筆委託的帳單,「我的媽呀!我做的這個東西那麼貴嗎?」

NextGO Epi創辦人暨執行長周大順(首圖中)直呼,他早就知道半導體是高毛利產業,卻沒想到自己每天做的材料「氧化鎵」這麼值錢,成為他創辦NextGO Epi的起點。

周大順在柏林萊布尼茲晶體生長研究所(IKZ)取得博士學位,2025年和兩位德國夥伴創辦NextGO Epi並擔任執行長。公司專注生產氧化鎵磊晶片,並宣稱是歐洲唯一能以工業品質量產4吋氧化鎵磊晶片的業者,2026年7月完成200萬歐元(約新台幣7,400萬元)前種子輪(pre-seed)募資。

#NextGO Epi#Chou Ta-shun#Infineon#Bosch#Leibniz Institute for Crystal Growth (IKZ)

Original · 6 min readRead the original
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