MALTA, NY and TORRANCE, CA, Nov 24, 2025 – GlobalFoundries (GF) and Navitas Semiconductor formed a partnership to expand and accelerate gallium nitride (GaN) technology, design and manufacturing. The effort will support GaN devices used in AI datacenters, high-performance computing, energy and grid infrastructure and industrial electrification. The two companies will develop GaN solutions for high-power systems used in AI datacenters, high-performance computing, energy and grid infrastructure, and industrial electrification.
Navitas Semiconductor deploys GaN devices across mobile charging, consumer electronics, performance computing, electric vehicles, energy storage and industrial systems. The company plans to extend GaN adoption into high-power applications. GF and Navitas will manufacture GaN devices at GF’s Burlington, Vermont, facility, using the site’s GaN-on-silicon capability with Navitas’s device technology. Development is planned for early 2026, with production expected later in the year.
GF’s manufacturing capability and Navitas’ GaN technology will establish a scalable path for GaN device production. The effort will give customers a domestic option for GaN development that supports energy, computing and industrial systems while supporting national security.
“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”.
Source: GlobalFoundries
About GF
GlobalFoundries is a semiconductor foundry that provides advanced manufacturing services for integrated circuits. It offers a range of technologies, including CMOS, RF, embedded memory, silicon photonics, and FinFET, catering to automotive, communications, defense, data center, industrial, and consumer electronics applications. Founded in 2009 after being spun off from AMD, GlobalFoundries has over a decade of experience delivering tailored semiconductor solutions. The company supports fabless chipmakers with design enablement, IP services, and process technologies to accelerate innovation and meet global demand. Headquartered in Malta, New York, it operates manufacturing sites in the U.S., Germany, and Singapore. The company develops technologies for emerging markets, supporting digital applications that demand energy efficiency and reliable performance.
About Navitas
Navitas Semiconductor, founded in 2014 and headquartered in Torrance, CA, designs and manufactures power semiconductors based on gallium nitride (GaN) and silicon carbide (SiC) technologies. Operating under the GaNFast and GeneSiC brands, the company develops integrated GaN power ICs and SiC devices for use in applications such as AI data centers, electric vehicles, renewable energy, energy storage, industrial systems, and consumer electronics. The company employs approximately 280 people. GaNFast ICs combine power switching with control, sensing, and protection features, while GeneSiC devices target high-voltage and high-reliability applications. Navitas holds over 300 issued or pending patents and offers a 20-year warranty on its GaNFast products. It is also recognized as the first semiconductor company to achieve CarbonNeutral certification.