NuAxiSemiconductor trade intelligence
GlobalFoundries and Navitas partner on US GaN technology and manufacturing
What happened
GlobalFoundries and Navitas Semiconductor announced a long-term strategic partnership to collaborate on US-based GaN technology development and manufacturing. The focus is on high-power applications like AI data centers and energy infrastructure. Neutral: This is a long-term R&D and capacity alignment effort with no immediate impact on component supply, pricing, or trader inventory decisions.
Impact and signal
Low impactImpact score: 10/100
Affected components and suppliers
GaN Power Semiconductors
GlobalFoundriesNavitas Semiconductor
partnershipganmanufacturingr&d
Source and time
Source: Semiconductor Today · 11/20/2025 · View original source
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