Navitas Semiconductor partners with GlobalFoundries to advance GaN technology

By Greg Peters • Thursday, November 20 12:03 • Permanent Link

GlobalFoundries (GF) and Navitas Semiconductor have announced a strategic partnership to advance U.S.-based gallium nitride (GaN) technology, design, and manufacturing. The collaboration aims to support various applications in high power markets including AI datacenters, performance computing, energy and grid infrastructure, and industrial electrification.

Navitas Semiconductor, known for its expertise in GaN and high-voltage SiC technologies, has successfully deployed GaN in high-volume markets such as mobile fast chargers, consumer electronics, electric vehicles, and industrial devices. The partnership with GF will enable the manufacturing of next-generation GaN technology at GF's Burlington, Vermont facility, with development set to commence in early 2026 and production expected later in the year.

The partnership is driven by the increasing adoption of GaN in high power semiconductor markets, with the aim of delivering performance, efficiency, and scale demanded by customers while addressing national security and competitiveness. GF's CEO, Tim Breen, emphasized the significance of the partnership in enabling a secure and sustainable supply chain for GaN technologies, which are pivotal for the future of AI, energy, and industrial innovation.

The press release also highlighted the potential impact of the partnership on national competitiveness and energy sustainability, with Navitas Semiconductor's President and CEO, Chris Allexandre, emphasizing the critical role of the collaboration in supporting national competitiveness and energy sustainability.

GF, a leading manufacturer of essential semiconductors, aims to deliver more power-efficient, high-performance products for various high-growth markets, including automotive, smart mobile devices, IoT, and communications infrastructure. The company's global manufacturing footprint spans the U.S., Europe, and Asia, positioning GF as a trusted and reliable source for customers worldwide.

Following these announcements, the company's shares moved -0.77%, and are now trading at a price of $7.72. Check out the company's full 8-K submission here.

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