𝕏xSG TechnologySemiconductors first seen 11 h ago, last 11 h ago, peak #5

GlobalFoundries ships first Navitas GaN wafers from Vermont

Original: GLOBALFOUNDRIES READIES A GLOBAL GAN EXPANSION AS ITS VERMONT LINE SHIPS FIRST NAVITAS WAFERS 10 MONTHS AFTER THE TSMC L

GlobalFoundries has shipped its first gallium nitride wafers for Navitas Semiconductor from its Vermont fab, roughly ten months after taking a license arrangement linked to TSMC. The company is now preparing a broader global expansion of GaN power chip capacity. The move highlights growing demand for GaN technology in power electronics and positions GlobalFoundries as an alternative supplier as Navitas diversifies its manufacturing base.

Why now: The first Navitas wafer shipments mark a concrete milestone in GlobalFoundries' GaN push and Navitas' supply diversification away from TSMC.

GlobalFoundriesNavitas SemiconductorTSMCVermont

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Evidence

• GLOBALFOUNDRIES READIES A GLOBAL GAN EXPANSION AS ITS VERMONT LINE SHIPS FIRST NAVITAS WAFERS 10 MONTHS AFTER THE TSMC LICENSE HSINCHU, Taiwan, Sept. 29 — GlobalFoundries ( $GFS ) is preparing a global capacity expansion that takes in gallium nitride (GaN) power chips, stepping · carrioresearch · 6

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