GlobalFoundries and Navitas Semiconductor have announced a long-term strategic partnership focused on advancing gallium nitride (GaN) technology, design, and manufacturing capabilities within the United States. This collaboration aims to deliver next-generation GaN solutions for high-power applications including AI datacenters, performance computing, energy infrastructure, and industrial electrification—markets where power density and energy efficiency are critical.
Navitas Semiconductor, a pioneer in GaN and high-voltage silicon carbide (SiC) technologies, has already achieved volume GaN adoption across applications such as mobile fast chargers, performance computing, electric vehicles, and energy storage. Through this new initiative, the company plans to accelerate the deployment of GaN in high-power domains.
GlobalFoundries brings decades of semiconductor manufacturing experience, with a focus on scalable and high-reliability production. Under this partnership, the companies will jointly develop and manufacture GaN technology at GlobalFoundries’ Burlington, Vermont facility. Initial development is scheduled for early 2026, with volume production expected to begin later that year.
By combining GlobalFoundries’ advanced manufacturing infrastructure with Navitas Semiconductor’s proven device technology, the partnership is set to offer customers secure, high-performance GaN solutions developed domestically. The collaboration supports national security priorities and the transition to cleaner energy systems.
“GaN is transforming how the world moves power. This partnership represents a significant step forward for U.S. semiconductor leadership and the deployment of GaN technology to address essential applications,” said Tim Breen, CEO of GlobalFoundries.
Chris Allexandre, President and CEO of Navitas Semiconductor, added: “Our collaboration with GlobalFoundries ensures that Navitas can deliver the performance, efficiency, and scale required by high-power markets. Together, we are laying the foundation for next-generation applications essential to national competitiveness and energy sustainability.”
Original – Navitas Semiconductor