Navitas partners with PSMC for 200mm GaN production; TSMC to exit GaN by July 2027

Navitas Semiconductor Corp

TSMC, Navitas' sole GaN wafer source, will cease GaN production in July 2027.
New partnership with Powerchip (PSMC) for 200mm GaN-on-Si production at Fab 8B in Hsinchu, Taiwan.
Initial device qualification expected Q4 2025; 100V GaN production in 1H26, 650V transition over 12-24 months.
180nm CMOS process targets improved performance, cost, and yields for AI data centers, EVs, solar, and appliances.

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