Navitas Delivers Latest Gen 5 GaNFast™ Manufactured in the U.S. Through GlobalFoundries Partnership to Accelerate AI Infrastructure - The Manila Times

Navitas and GlobalFoundries have announced a strategic partnership to deliver the next generation of GaNFast™ technology, manufactured in the U.S., to accelerate AI infrastructure and critical nationa... Read original →

The collaboration between Navitas and GlobalFoundries represents a pivotal move by the U.S. to bolster domestic GaN power semiconductor capabilities, particularly for AI infrastructure and national security applications. This initiative will catalyze upstream process and material advancements, accelerating the adoption of GaN-on-Si technology and enhancing system efficiency and integration. From a regulatory standpoint, the partnership aligns with U.S. policy goals under the CHIPS and Science Act, reducing reliance on foreign supply chains, though higher production costs and ramp-up risks remain. Competitors such as Infineon and STMicroelectronics may accelerate local investments to counter U.S. market dominance. Over the next 12 to 24 months, GaN power devices are expected to gain traction in data centers, electric vehicles, and industrial electrification, establishing a dual-track evolution of technology and supply chain resilience.