Navitas Semiconductor has announced a pivotal partnership with Powerchip Semiconductor Manufacturing Corporation (PSMC), marking a major milestone in the evolution of gallium nitride (GaN) power technology. This collaboration aims to launch high-volume 200mm GaN-on-silicon production at Powerchip’s Fab 8B in Zhunan Science Park, Taiwan.
The shift to 200mm wafers—up from the traditional 150mm—enables:
- Higher power density and faster switching speeds
- Improved cost efficiency through better yields and scalability
- Integration with advanced 180nm CMOS processes, enhancing performance and reducing footprint
Dr. Sid Sundaresan, SVP of WBG Technology Platforms at Navitas, emphasized that this move allows the company to deliver more efficient and compact power ICs while optimizing manufacturing economics.
The partnership is strategically aligned with booming sectors:
- AI data centers requiring 48V infrastructure and 800V HVDC architectures
- Electric vehicles (EVs) with next-gen onboard chargers
- Solar and energy storage systems demanding bi-directional power conversion
Navitas’ GaN ICs, ranging from 100V to 650V, will be manufactured by Powerchip. Initial qualification is expected in Q4 2025, with 100V devices entering production in 1H26. The 650V portfolio will gradually transition from TSMC to Powerchip over the next 12–24 months.
This move also reflects Navitas’ proactive response to TSMC’s planned exit from GaN production by 2027. By diversifying its supply base, Navitas aims to:
- Mitigate supply risks
- Enhance operational flexibility
- Support long-term growth in high-demand markets
Navitas continues to lead innovation in power semiconductors, with over 300 patents and collaborations with industry giants like NVIDIA, Enphase, and Changan Automobile. Its GaNFast™ and GaNSafe™ technologies are already making waves in commercial EVs and solar inverters.
This partnership with Powerchip not only secures Navitas’ production roadmap but also sets the stage for next-generation power electronics that are faster, smaller, and greener.
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