Strategic GaN Licensing Gives GlobalFoundries a U.S. Power Chip Advantage
GlobalFoundries (NASDAQ:GFS) just took a significant leap in next-gen power technology by licensing 650V and 80V Gallium Nitride (GaN) from TSMC, aiming to quickly expand its U.S.-manufactured power chip portfolio. With this move, GF is set to deliver advanced GaN products catering to datacenters, industrial facilities, and electric vehicles—sectors hungry for more efficient, high-density, and robust power solutions.
U.S. Production Capacity Expected to Attract Global Demand
The company’s Vermont facility will qualify the new GaN processes, tapping into expertise in high-voltage GaN-on-Silicon technology. Full development is on track for early 2026, with volume production to follow later that year. This brings a much-needed domestic manufacturing source for power semiconductors as global supply chains grow more fragmented and secure, local sourcing gains priority.
GaN Tech Positioned as Next Big Step Beyond Silicon CMOS
As legacy silicon CMOS struggles with scaling limits, GaN is quickly becoming the go-to for compact, high-efficiency power devices. GlobalFoundries’ technology roadmap covers both high (650V) and low (80V) voltage GaN, designed for harsh environments—think electric vehicles braving rugged conditions, or mission-critical data infrastructure running nonstop.
| Feature | Details |
|---|---|
| GaN Technology Licensed | 650V & 80V Gallium Nitride |
| Primary Application Areas | Data Centers, Electric Vehicles, Renewable Energy, Industrial Power |
| Production Location | Burlington, Vermont (U.S.) |
| Development Timeline | Early 2026 (Qualification); Later 2026 (Volume Production) |
Strategic Partnerships Underpin Power Sector Growth
By combining TSMC’s proven GaN technology with its own advanced manufacturing, GlobalFoundries expects to accelerate the development and deployment of its next-generation power devices. According to GF’s senior VP of power business, Ta Williams, this deal reinforces the company’s focus on differentiated, reliable technologies critical for evolving infrastructure—from servers to factory automation.
Key Takeaway: Aiming to Close the Power Efficiency Gap in Growth Markets
This licensing agreement isn’t just about tech transfer; it marks a notable shift toward U.S.-based manufacturing for strategic power chips as demand surges in data, mobility, and energy sectors. For investors and customers alike, GF’s ramp-up could offer resilience against global supply disruptions—and help fill pressing power efficiency gaps as industries transition to smarter, greener systems.
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