Navitas partners with GlobalFoundries for US-based GaN manufacturing; production late 2026

Navitas Semiconductor Corp

Long-term strategic partnership announced Nov 20, 2025 with GlobalFoundries (GFS).
Focus on GaN solutions for AI datacenters, performance computing, energy/grid, industrial electrification.
Manufacturing at GF's Burlington, VT facility; development starts early 2026, production later 2026.
Goal: secure US supply chain for GaN in high-power applications and national security.
Navitas CEO cites accelerated GaN adoption; GF CEO highlights U.S. semiconductor leadership.

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