GlobalFoundries (GF) and Navitas Semiconductor have announced a long-term strategic partnership to bolster U.S.-based gallium nitride (GaN) technology, design, and manufacturing. The collaboration, set to commence in early 2026, will leverage GF's Burlington, Vermont facility's expertise in high-voltage GaN-on-silicon technology and Navitas Semiconductor's established GaN technology and device expertise.
Navitas Semiconductor, known for its successful GaN deployment in high-volume markets such as mobile fast chargers, consumer electronics, performance computing, electric vehicles, and industrial devices, aims to accelerate GaN adoption in high-power markets. GF, on the other hand, brings decades of experience as a global foundry partner, ensuring reliable, high-quality production at scale.
The partnership aims to support a wide range of power management applications, including AI datacenters, performance computing, energy and grid infrastructure, and industrial electrification. The companies plan to manufacture next-generation GaN technology at GF's Burlington facility, with production expected to commence later in the year.
Both companies believe that the strategic partnership will provide customers with advanced, secure, and scalable GaN solutions, enabling a U.S. pathway for GaN technology while supporting national security and competitiveness. They also anticipate that the collaboration will drive decarbonization across next-generation energy and compute platforms.
GlobalFoundries CEO, Tim Breen, emphasized the significance of the partnership, stating that it represents a substantial step forward for U.S. semiconductor leadership and the deployment of GaN technology to address essential applications. Chris Allexandre, President and CEO of Navitas, highlighted the acceleration of GaN adoption in high-power semiconductor markets and stressed the importance of the partnership in delivering performance, efficiency, and scale to meet customer demands.
The companies are aiming to build a foundation for next-generation applications critical to national competitiveness and energy sustainability through their partnership.
It's worth noting that GF is a leading manufacturer of essential semiconductors, with a global manufacturing footprint spanning the U.S., Europe, and Asia, serving high-growth markets such as automotive, smart mobile devices, Internet of Things, and communications infrastructure. Following these announcements, the company's shares moved -0.13%, and are now trading at a price of $7.71. For more information, read the company's full 8-K submission here.
