GlobalFoundries and Navitas Partner to Build a U.S. GaN Power Manufacturing Hub for AI Datacenters

• GlobalFoundries and Navitas Semiconductor have formed a long-term partnership to build a U.S.-based GaN manufacturing hub for AI datacenters and high-power systems.
• The collaboration will co-develop next-generation GaN-on-silicon power technology, with manufacturing anchored at GF’s Vermont Fab 9.
• Development begins in early 2026, with U.S. volume production planned later in the year.
• The partnership strengthens U.S. supply-chain security for power semiconductors amid rising demand and geopolitical challenges.

GlobalFoundries and Navitas Semiconductor have launched a long-term partnership to expand U.S.-based gallium nitride manufacturing used in AI datacenters, high-performance computing, industrial electrification, and energy infrastructure. As AI workloads surge and power demand accelerates, the companies aim to deliver a reliable domestic source of GaN power devices designed specifically for next-generation datacenter and high-voltage systems.

Under the agreement, GF will manufacture advanced GaN-on-silicon power technology at its Burlington, Vermont facility (Fab 9). Navitas will contribute its GaNFast™ and GeneSiC™ device expertise to co-develop next-generation GaN platforms. Development begins in early 2026, with volume production planned in the U.S. later that year creating one of the most significant domestic GaN manufacturing ramps in the industry.

Why AI Datacenters Need GaN Power Devices

AI datacenters are rapidly outgrowing traditional silicon power devices, which are now struggling to keep up with rising rack power densities, heat loads, and efficiency mandates. GaN power semiconductors offer higher switching speeds, lower energy loss, and more compact designs critical advantages for operators trying to reduce electricity consumption, shrink power supplies, and support larger AI cluster deployments. For engineers building high-efficiency power systems, the transition from silicon to GaN is becoming essential to meet next-generation datacenter performance targets.

Navitas already supplies GaN solutions for EVs, fast chargers, renewable energy, data center power supplies, and industrial automation. This new partnership extends that reach into the highest-power segments of the market, including AI supercomputing clusters and national-scale grid infrastructure. With GF’s manufacturing scale and Navitas’ device technology, the alliance aims to accelerate GaN adoption across sectors that depend on both performance and reliable domestic sourcing.

Strengthening the U.S. semiconductor supply chain is another core goal of the partnership. By building a U.S.-based GaN production ecosystem, GF and Navitas reduce reliance on overseas manufacturing and help customers avoid export-control risks, cross-border delays, and geographic supply-chain concentration. For OEMs, ODMs, EMS providers, aerospace/defense contractors, and energy operators, a domestic GaN supply removes a major layer of uncertainty in long-term power system planning.

For GlobalFoundries, the alliance deepens its commitment to U.S. power semiconductor leadership and builds on its expanding GaN roadmap, including recent technology licensing agreements aimed at supporting datacenter, automotive, and industrial markets. For Navitas, securing long-term U.S. manufacturing capacity is critical as AI and electrification drive unprecedented demand for high-power GaN devices.

U.S. Anchored GaN Ecosystem

In the broader market, the partnership signals a shift toward a more stable and U.S.-anchored GaN ecosystem one that supports AI datacenters, high-performance computing, industrial power systems, and national energy infrastructure. Engineers and sourcing teams can expect improved design stability, more reference designs centered on GaN devices, and faster availability of high-efficiency U.S.-made GaN solutions.

As AI continues to reshape global power requirements, the GlobalFoundries–Navitas partnership marks a decisive step toward securing the high-performance power technologies that modern datacenters, electric grids, and industrial systems increasingly depend on.