Navitas and GlobalFoundries Begin U.S. Production of Gen 5 GaNFast Chips for AI Infrastructure
Event summary
- Navitas and GlobalFoundries have begun shipping U.S.-manufactured Gen 5 GaNFast chips, starting in September 2026.
- The partnership leverages GlobalFoundries' 200mm GaN-on-silicon manufacturing facility in Burlington, Vermont.
- Initial products include 650V GaN FETs with RDS(ON) values ranging from 11mΩ to 150mΩ.
- Navitas holds over 300 patents in GaN and SiC technologies, reinforcing its leadership position.
The big picture
The partnership between Navitas and GlobalFoundries strengthens U.S. leadership in GaN semiconductor manufacturing, critical for AI infrastructure and national security applications. This collaboration underscores the growing importance of domestic production in the semiconductor industry, particularly as demand for high-efficiency power solutions in AI and high-performance computing continues to rise.
What we're watching
- Supply Chain Resilience
- How the U.S.-based production will impact the global supply chain for GaN semiconductors.
- Market Adoption
- The pace at which strategic customers adopt the Gen 5 GaNFast technology for AI infrastructure.
- Technological Leadership
- Whether Navitas can sustain its innovation lead with future generations of GaNFast technology.
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