AES Semigas

Honeywell

10 November 2025

GlobalFoundries licenses TSMC’s 650V and 80V GaN technology

GlobalFoundries of Malta, NY (GF, the only US-based pure-play foundry with a global manufacturing footprint, including facilities in the USA, Europe and Singapore) has entered into a technology licensing agreement with Taiwan Semiconductor Manufacturing Company Ltd (TSMC) for 650V and 80V gallium nitride (GaN) technology. The strategic move will accelerate GF’s next generation of GaN products for data-center, industrial and automotive power applications and provide US-based GaN capacity for a global customer base.

As traditional silicon CMOS technologies hit their performance limits, GaN is emerging as the next-generation solution for meeting the increasing demand for higher efficiency, power density and compactness in power systems, notes GF. GlobalFoundries is developing a comprehensive GaN portfolio, including high-performance 650V and 80V technologies aimed at enabling electric vehicles, data centers, renewable energy systems and fast-charging electronics. Its GaN solutions are designed for harsh environments, with a holistic approach to GaN reliability that spans process development, device performance and application integration.

GF will qualify the licensed GaN technology at its manufacturing facility in Burlington, Vermont, leveraging the site’s expertise in high-voltage GaN-on-silicon technology to accelerate volume production for customers seeking next-generation power devices. Development is set for early 2026, with production to begin later in the year.

“This agreement reinforces GF’s commitment to innovation and its strategic focus on differentiated technologies that address essential power devices,” says Téa Williams, GF’s senior VP, power business. “With the addition of this proven GaN technology, we will accelerate the development of our next-generation GaN chips and deliver differentiated solutions that address critical power gaps for mission-critical applications from the data center, to the car, and to the factory floor.”

See related items:

CGD partners with GlobalFoundries to supply single-chip ICeGaN power devices

TSMC to cease GaN foundry production by end-July 2027 due to price pressure from Chinese rivals

US-based GlobalFoundries investing extra $3bn for R&D on silicon photonics, advanced packaging and GaN

Tags: GLOBALFOUNDRIES GaN-on-Si TSMC

Visit: www.tsmc.com

Visit: www.gf.com

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