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GlobalFoundries licenses TSMC’s 650V and 80V GaN technology
What happened
GlobalFoundries has licensed TSMC's 650V and 80V gallium nitride (GaN) technology to accelerate its next-generation GaN product development for data-center, industrial, and automotive applications. This strategic move aims to provide US-based GaN manufacturing capacity for a global customer base. Watch: This partnership could alter the future supply landscape for high-voltage GaN power devices, but the immediate trading impact is uncertain as it involves technology transfer and future capacity.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
GaN Power Semiconductors
GlobalFoundriesTaiwan Semiconductor Manufacturing Company Ltd
capacitypartnershiptechnology-transfer
Source and time
Source: Semiconductor Today · 11/10/2025 · View original source
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