Recently, GlobalFoundries announced that it has reached a technology licensing agreement with TSMC for 650 volt and 80 volt gallium nitride (GaN) technology. This strategic initiative will accelerate the development of GlobalFoundries’ next-generation GaN products for data center, industrial, and automotive power applications, and provide GaN production capacity based in the United States to a global customer base.

As traditional silicon CMOS technology approaches its performance limits, gallium nitride is gradually becoming the next generation solution to meet the demands of power systems for higher efficiency, power density, and more compact size. GlobalFoundries is developing a comprehensive GaN product portfolio, which includes high-performance 650 volt and 80 volt technologies designed to support electric vehicles, data centers, renewable energy systems, and fast charging electronic products. GlobalFoundries’ GaN solution is designed for harsh environments and adopts a holistic approach in process development, device performance, and application integration to ensure the reliability of GaN.

GlobalFoundries will qualify its authorized GaN technology at its manufacturing plant in Burlington, Vermont, leveraging the plant’s expertise in high-voltage silicon-based gallium nitride technology to accelerate mass production for customers seeking next-generation power devices. The development work is scheduled to commence in early 2026 and production will begin later that year.

This agreement strengthens GlobalFoundries’ commitment to innovation and its strategic focus on differentiated technologies that are critical to the power devices we use for life, work, and connectivity, “said Téa Williams, Senior Vice President of GlobalFoundries Power Business.” By introducing this validated GaN technology, we will accelerate the development of the next generation of GaN chips and provide differentiated solutions to address the core power technology gap in critical mission applications from data centers to automobiles to factory workshops.”