onsemi Expands GaN Leadership with GlobalFoundries Deal—Targeting High-Efficiency Power for AI, EV, and Renewable Markets
Strategic Partnership Accelerates Next-Generation Power Devices
onsemi is taking a decisive step forward in intelligent power solutions, announcing a collaboration with GlobalFoundries (GF) to develop next-generation gallium nitride (GaN) power devices, starting at 650V. This agreement marks a significant push to deliver high-efficiency, smaller, and more integrated systems that meet the surging demands of fast-growing markets—including AI data centers, electric vehicles (EVs), renewables, industrial automation, and aerospace.
Key Innovation: GaN Technology and System Integration
The new partnership pairs GF’s state-of-the-art 200mm eMode GaN-on-silicon platform with onsemi’s advanced silicon drivers, controllers, and thermally enhanced packaging. The first wave of products, set to begin sampling in the first half of 2026, will deliver substantial improvements in power density and energy efficiency for critical applications.
This means designers can expect smaller components, reduced system costs, and better thermal management—a combination that’s particularly attractive for compact, high-power environments like AI servers, EV charging stations, and energy storage systems.
| Feature | Advantage | Key Markets |
|---|---|---|
| 650V GaN-on-Silicon | Higher voltage, higher power density | AI Data Centers, EVs, Renewables, Aerospace |
| Integrated Silicon Drivers & Controllers | Simplifies design, boosts efficiency | Power Supplies, Chargers, Microinverters |
| Thermally Enhanced Packaging | Improved reliability at high speeds | Automotive, Industrial Automation |
| Bidirectional Capability | Enables new circuit topologies | Energy Storage, DC-DC Converters |
Efficiency and System Size at the Forefront
Why is this so important? As power demands soar—especially with the proliferation of AI hardware, electric vehicles, and renewable installations—the need to deliver more wattage in a smaller footprint becomes a key challenge. onsemi’s latest GaN technologies, leveraging bidirectional switching and high-frequency operation, allow for a sharp reduction in component count and system size, translating to cost savings and new design possibilities.
The collaboration further expands onsemi’s GaN portfolio across low, medium, and high voltage, making it possible for system designers to innovate across a wider spectrum of end uses. Integrated packages that combine GaN FETs with controllers and protection also streamline development and speed up time to market for next-gen power solutions.
Broad Market Impact: AI, Electrification, and Clean Energy
The move comes at a time when multiple industries are looking for efficiency breakthroughs. AI data centers are hungry for more power, electric vehicles demand faster charging, and clean energy systems require higher density and flexibility. By joining forces, onsemi and GF are not just developing another chip—they are creating the foundation for future-proof power electronics, supporting megatrends like AI, vehicle electrification, and grid modernization.
Key Takeaway: New Frontiers for Intelligent Power
Investors and engineers alike will want to watch how quickly onsemi and GlobalFoundries can move from sampling to volume production, with first samples targeted for early 2026. The combination of leading-edge GaN-on-silicon, integrated controllers, and advanced packaging gives onsemi a leg up in serving high-growth sectors hungry for innovation. The true payoff? Enabling next-generation products that are not just more powerful, but also smarter and more efficient.
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