Revolutionizing GaN Technology for Future Power Needs
MALTA, N.Y., and TORRANCE, Calif. — In a pivotal move to enhance gallium nitride (GaN) technology in the U.S., GlobalFoundries (Nasdaq: GFS) and Navitas Semiconductor (Nasdaq: NVTS) have entered into a strategic partnership aimed at redefining manufacturing and design. Their collaboration seeks to develop cutting-edge solutions tailored for high-power applications that require superior efficiency and power density. Key areas of focus include AI datacenters, performance computing, energy grid infrastructure, and industrial electrification.
Propelling GaN Adoption Across Key Industries
Navitas Semiconductor has long been recognized as a leader in GaN and high-voltage silicon carbide (SiC) technologies. The company has seen significant success with GaN in high-demand sectors, encompassing mobile fast chargers, consumer electronics, and electric vehicles. With an ambition to expand its influence, Navitas is now striving to penetrate high-power markets in collaboration with GlobalFoundries. The latter, known for its extensive expertise as a reputable global foundry partner, is set to wield its vast manufacturing capabilities to support this endeavor.
Manufacturing Milestones Ahead
As part of their collaboration, GlobalFoundries will leverage its Vermont facility for the production of next-generation GaN technology. This facility is renowned for its specialization in high-voltage GaN-on-Silicon technology, complementing Navitas Semiconductor's substantial experience in GaN technology and device innovation. The initiatives are expected to kick off in early 2026, with production slated to commence within that year.
Addressing National Security and Sustainability
This partnership is not merely a business alignment; it is a strategic move to bolster U.S. competitiveness in the semiconductor industry. By combining their strengths, GF and Navitas Semiconductor are set to manufacture advanced GaN solutions that prioritize national security. CEO Tim Breen of GlobalFoundries emphasized the partnership's role in forming a secure and sustainable supply chain for GaN technologies, which are essential for the future of AI, energy, and industrial advancements.
Leading the Charge in Technological Transformation
Chris Allexandre, President and CEO of Navitas, remarked, “The rapid acceleration of GaN adoption in pivotal markets like AI and performance computing necessitates strong partnerships.” He added that this collaboration ensures Navitas will meet the performance and efficiency demands of their customers, especially in areas critical to national security. Together, these companies are set to lay the groundwork for next-generation applications, supporting both national competitiveness and energy sustainability.
About GlobalFoundries
GlobalFoundries (GF) stands at the forefront of semiconductor manufacturing, delivering essential components that our world relies on in various sectors. With an innovative approach, GF collaborates with clients to provide more efficient, high-performance products, serving markets such as automotive, mobile devices, and communication infrastructures. Their global footprint, spanning the U.S., Europe, and Asia, positions them as a trustworthy source in the semiconductor space.
About Navitas Semiconductor
Navitas Semiconductor is revolutionizing the next generation of power electronics with its pioneering GaN and SiC technologies. The company not only drives innovation across critical sectors but also seeks to lead the industry in environmental responsibility as the first semiconductor firm to achieve CarbonNeutral® certification. Their extensive portfolio includes GaNFast™ power ICs, which integrate power handling with advanced functionality to maximize efficiency for diverse applications.
Frequently Asked Questions
What is the focus of the partnership between GlobalFoundries and Navitas?
The partnership aims to enhance U.S.-based gallium nitride (GaN) technology for applications like AI datacenters and high-power devices.
Where will the next-generation GaN technology be manufactured?
GlobalFoundries will produce the technology at its facility in Burlington, Vermont, known for its expertise in GaN-on-Silicon technology.
When is the expected production start for the new GaN technology?
Production is anticipated to begin later in 2026 following early development that starts in the same year.
What markets are targeted with this new GaN technology?
The key markets include AI datacenters, performance computing, energy grid infrastructures, and industrial electrification.
How does this partnership support national security?
By establishing a reliable supply chain for GaN technologies, the partnership aims to bolster U.S. competitiveness and address essential applications for national security.
