Core Viewpoint - onsemi has entered a collaboration agreement with GlobalFoundries to develop and manufacture advanced gallium nitride (GaN) power devices, starting with 650V, to meet the increasing power demands in various high-growth markets [3][4][5] Group 1: Collaboration Details - The collaboration aims to combine onsemi's expertise in silicon drivers and controllers with GlobalFoundries' 200mm eMode GaN-on-silicon process to create high-performance GaN devices [3][4] - The partnership will focus on delivering optimized GaN devices for applications in AI data centers, electric vehicles, renewable energy, and aerospace, defense, and security [3][6] Group 2: Product Development and Applications - onsemi's GaN portfolio will include power supplies, DC-DC converters, onboard chargers, solar microinverters, energy storage systems, and motor drives, catering to the needs of high-density systems [6][7] - The collaboration is expected to accelerate the development of high-efficiency solutions and resilient supply chains for critical markets [5][6] Group 3: Technical Advantages - GaN technology allows for higher frequency operation, reducing component count and system size while improving efficiency and thermal performance [8] - Integrated functionality of GaN FETs with drivers and controllers in a single package enhances design cycles and reduces electromagnetic interference [9] Group 4: Timeline and Future Outlook - onsemi plans to begin sampling the new GaN devices in the first half of 2026, with a rapid scale-up to volume production anticipated thereafter [4][10]