NuAxiSemiconductor trade intelligence
Navitas plans 200mm GaN production with PSMC
What happened
Navitas Semiconductor announced a strategic partnership with Taiwanese foundry PSMC to start production and continue development of 200mm GaN-on-silicon technology. This move aims to scale up GaN power IC manufacturing capacity. Bearish: This planned capacity expansion increases future supply potential for GaN power semiconductors, which could exert downward pressure on prices if demand growth does not keep pace.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
GaN Power ICs
Navitas SemiconductorPowerchip Semiconductor Manufacturing Corp (PSMC)
capacity-expansionfoundry-partnershipGaN
Source and time
Source: Semiconductor Today · 7/2/2025 · View original source
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