Renesas, JP3164720009

Renesas stock gets a new GaN push for AI data centers

Published on 10/07/2026 at 03:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Renesas stock posted JPY 405.3 billion in second-quarter non-GAAP revenue, up 24.8 percent year over year. A new 100V GaN range targets AI power systems.

Renesas, JP3164720009, Illustration mit AI erstellt.

Renesas Electronics stock (ISIN JP3164720009) was trading at JPY 3,892 on the Tokyo Stock Exchange on October 7, 2026 at 10:37 a.m. JST, down 2.58 percent from JPY 3,995. The move comes as the chipmaker expands its power semiconductor portfolio for artificial intelligence infrastructure and robotics.

GaN launch targets AI power

On October 6, 2026, Renesas introduced its first 100V enhancement-mode GaN discrete power transistors. The company said the devices deliver up to 35 percent lower hard-switching figure of merit and up to 63 percent lower soft-switching figure of merit than comparable GaN devices.

The products are available for AI data centers, humanoid robotics, factory automation, industrial motor drives, power tools and solar microinverters. The launch gives Renesas a more direct angle on power efficiency, where higher computing density increases demand for compact switching components.

Second quarter shows operating leverage

Renesas reported second-quarter 2026 revenue of JPY 418.449 billion and net income of JPY 149.184 billion in the standardized financial statements for the period ended June 30, 2026. Revenue increased from JPY 380.293 billion in the first quarter, a gain of 10.0 percent.

On a non-GAAP basis, a September 2026 analysis from Note.com put second-quarter revenue at JPY 405.3 billion, up 24.8 percent year over year, while operating profit rose 44.5 percent to JPY 132.7 billion. The same analysis cited third-quarter non-GAAP revenue guidance of JPY 422.5 billion to JPY 437.5 billion.

Stock remains below yearly high

Renesas stock has room to recover before revisiting its JPY 5,284 52-week high, while the October 7 price stood above the JPY 1,706 low. Market capitalization was JPY 7.1 trillion and volume reached 5,988,200 shares on October 7, 2026.

Renesas is scheduled to showcase its 650V GaN device at the OCP Global Summit beginning October 12, 2026, according to Business Wire. Mass production of that device is planned for mid-2027, keeping commercialization timing as a key checkpoint for the AI infrastructure strategy.

Renesas stock trades at JPY 3,892

Renesas stock was last at JPY 3,892 on the Tokyo Stock Exchange on October 7, 2026 at 10:37 a.m. JST, down 2.58 percent on the session. The price is JPY 1,392 below the 52-week high of JPY 5,284.