GlobalFoundries has announced the signing of a technology licensing agreement with TSMC for 650V and 80V Gallium Nitride (GaN) power technologies. This agreement marks a strategic advancement in GlobalFoundries’ efforts to expand its GaN product portfolio for datacenter, industrial, and automotive applications, while establishing U.S.-based GaN capacity to serve a global customer base.
As traditional silicon CMOS technologies approach their physical limits, GaN is emerging as a next-generation solution capable of delivering higher efficiency, greater power density, and compact form factors in advanced power systems. GlobalFoundries is building a robust GaN portfolio centered on high-performance 650V and 80V technologies. These technologies are intended to power a range of demanding applications including electric vehicles, renewable energy systems, datacenters, and fast-charging electronics.
With a focus on reliability and rugged performance, GlobalFoundries is approaching GaN technology with a comprehensive strategy that integrates process development, device-level optimization, and application-driven validation. The licensed GaN platform will be qualified at GlobalFoundries’ Burlington, Vermont manufacturing facility, leveraging the site’s established expertise in high-voltage GaN-on-Silicon to accelerate time to volume.
Development of the new GaN technology is targeted for early 2026, with production ramp-up planned for later in the year.
“This agreement reinforces GF’s commitment to innovation and its strategic focus on differentiated technologies that address essential power devices that we use to live, work and connect,” said Téa Williams, Senior Vice President, Power Business at GlobalFoundries. “With the addition of this proven GaN technology, we will accelerate the development of our next-generation GaN chips and deliver differentiated solutions that address critical power gaps for mission critical applications from the datacenter, to the car, and to the factory floor.”
This licensing deal further positions GlobalFoundries as a key player in the U.S. semiconductor supply chain, supporting national priorities in energy efficiency, electrification, and advanced manufacturing.
Original – GlobalFoundries