台积电终止GaN代工，纳微宣布：与他合作

Core Viewpoint - Navitas Semiconductor has announced a strategic partnership with Powerchip Semiconductor Manufacturing Corporation (PSMC) to produce and develop 200mm silicon-based Gallium Nitride (GaN) technology after TSMC plans to terminate its GaN foundry services by 2027 [1][2]. Group 1: Partnership and Production - Navitas will utilize PSMC's 200mm wafer fabrication facility located in Zhunan Science Park, Taiwan, which has been operational since 2019, to support various GaN mass production processes [2]. - The collaboration aims to produce Navitas' GaN product portfolio with voltage ratings from 100V to 650V, addressing the growing demand for GaN in 48V infrastructure, including large-scale AI data centers and electric vehicles [2]. Group 2: Technological Advancements - PSMC's advanced 180nm CMOS process technology will enhance performance, power efficiency, integration, and cost-effectiveness of the GaN devices [2]. - The first devices are expected to complete certification by Q4 2025, with the 100V series anticipated to enter production in H1 2026, while the 650V devices will transition from TSMC to PSMC within the next 12-24 months [2]. Group 3: Market Applications and Collaborations - Navitas has recently made announcements regarding its GaN and SiC technology support for AI data centers, electric vehicles, and solar markets, including collaborations with NVIDIA and Enphase [3]. - The CEO of Navitas expressed confidence in the partnership with PSMC to advance the mass production of GaN-on-silicon technology, emphasizing ongoing innovation in product performance and cost efficiency [3].