Core Insights - GlobalFoundries and Navitas Semiconductor have formed a long-term strategic partnership to enhance U.S.-based gallium nitride (GaN) technology and manufacturing capabilities [3][4] - The collaboration aims to develop advanced solutions for high power markets, including AI datacenters, performance computing, energy and grid infrastructure, and industrial electrification [3][5] - Production of next-generation GaN technology is set to begin in late 2026 at GlobalFoundries' Burlington, Vermont facility [4][6] Company Overview - GlobalFoundries is a leading semiconductor manufacturer with a global footprint, focusing on delivering power-efficient and high-performance products across various high-growth markets [7][8] - Navitas Semiconductor specializes in GaN and high-voltage silicon carbide (SiC) technologies, with a strong emphasis on innovation in AI data centers and energy infrastructure [9] Strategic Importance - The partnership is positioned to support national security and competitiveness while promoting decarbonization in next-generation energy and computing platforms [5][6] - Both companies emphasize the importance of a secure and sustainable supply chain for GaN technologies, which are critical for future applications in AI and energy sectors [6]
GlobalFoundries and Navitas Semiconductor Partner to Accelerate U.S. GaN Technology and Manufacturing for AI Datacenters and Critical Power Applications