STRATEGIC PARTNERSHIP New partnership to advance GaN technology for AI data centers

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GlobalFoundries and Navitas Semiconductor announced a long-term strategic partnership to strengthen and accelerate U.S.-based gallium nitride (GaN) technology. Together, they will collaborate, develop and deliver advanced solutions for critical applications in high power markets that demand the highest efficiency and power density, including AI datacenters, performance computing, energy and grid infrastructure and industrial electrification.

Navitas Semiconductor works with GaN and high-voltage SiC technologies and has deployed GaN in high-volume markets such as mobile fast chargers, consumer, performance computing, electric vehicles, energy storage, and industrial devices and is working to accelerate GaN adoption in high power markets. GF brings experience as a global foundry partner, ensuring reliable, high-quality production at scale.

Through this long-term partnership, GF and Navitas Semiconductor will manufacture next-generation GaN technology at GF’s Burlington, Vermont facility, leveraging the site’s expertise in high-voltage GaN-on-Silicon technology and Navitas Semiconductor’s long established GaN technology and device expertise. Development is set for early 2026 with production expected to begin later in the year.

By combining GF’s manufacturing capabilities and Navitas’ experience in GaN innovation, this strategic partnership will provide customers with the most advanced, secure and scalable GaN solutions. Together, the companies will enable customers to achieve a U.S. pathway for GaN, supporting national security and competitiveness while driving decarbonization across next-generation energy and compute platforms.

COMPARISON

Battle of SiC vs GaN power modules

“GaN is transforming how the world moves power. And 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. “By joining forces with Navitas, we are enabling a secure and sustainable supply chain for GaN technologies that power the future of AI, energy and industrial innovation.”

“GaN adoption is accelerating in high power semiconductor markets such as AI datacenters, performance computing, energy and grid infrastructures and industrial electrification, and our collaboration and partnership with GF ensures that Navitas can deliver the performance, efficiency and scale our customers demand and to manufacture those solutions in critical and national security applications in the United States,” said Chris Allexandre, President and CEO of Navitas. “Together, we are building a foundation for next-generation applications that are critical to national competitiveness and energy sustainability. Our partnership with GF is another milestone and step forward for Navitas 2.0”.

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