GlobalFoundries and Navitas Semiconductor announced a long‑term strategic partnership to accelerate the development and manufacturing of gallium nitride (GaN) devices in the United States. The collaboration will focus on high‑voltage GaN‑on‑silicon technology and will use GlobalFoundries’ Burlington, Vermont facility to produce next‑generation GaN solutions for AI data centers, performance computing, energy and grid infrastructure, and industrial electrification. Development activities are slated to begin in early 2026, with production expected later that year.
Navitas, which reported Q3 2025 revenue of $10.1 million and a net loss of $0.05 per share, is executing its “Navitas 2.0” strategy to shift from lower‑margin consumer and mobile products to high‑power markets. The company’s Q3 2025 revenue fell 53 % from $21.7 million in Q3 2024 and 53 % from $22.0 million in Q3 2023, reflecting the transition away from consumer segments. Navitas’ cash position of $150.6 million provides a buffer for the investment in domestic manufacturing and the development of its GaNFast and GeneSiC technologies.
GlobalFoundries, which posted Q3 2025 revenue of $1.688 billion and a net income of $249 million (IFRS), brings a strong high‑voltage GaN‑on‑silicon portfolio and a $4.2 billion cash balance. The company’s recent acquisition of Advanced Micro Foundry expands its silicon photonics capabilities, positioning it to support the high‑power, high‑frequency demands of AI and data‑center applications. GlobalFoundries’ Burlington plant is already equipped for GaN device fabrication, making it an ideal partner for Navitas’ production plans.
The partnership addresses a critical supply‑chain risk for Navitas, which had relied on TSMC as its sole GaN wafer supplier. TSMC announced it will exit GaN production in July 2027, prompting Navitas to secure a domestic foundry partner. By manufacturing GaN devices in the United States, Navitas can reduce exposure to foreign supply disruptions and meet the national‑security requirements that increasingly govern high‑power semiconductor production. For GlobalFoundries, the deal expands its high‑power portfolio and strengthens its position in the growing AI and energy markets.
The announcement was welcomed by investors, who highlighted the strategic alignment between Navitas’ high‑power focus and GlobalFoundries’ manufacturing capabilities. The partnership is expected to accelerate the commercialization of Navitas’ GaNFast and GeneSiC technologies and to provide a stable supply chain for future high‑voltage GaN products.
Navitas President and CEO Chris Allexandre said the collaboration “ensures that Navitas can deliver the performance, efficiency and scale our customers demand and to manufacture those solutions in critical and national‑security applications in the United States.” GlobalFoundries CEO Tim Breen added that the partnership “enables a secure and sustainable supply chain for GaN technologies that power the future of AI, energy and industrial innovation.”
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