Navitas announces its next-phase strategy for 200mm GaN production with PSMC

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Navitas Semiconductor, a leading developer of next-generation GaNFast gallium nitride (GaN) and GeneSiC silicon carbide (SiC) power semiconductors, has announced a strategic partnership with Powerchip Semiconductor Manufacturing (PSMC).

Navitas turns to PSMC for 200mm GaN production Credit: Navitas Semiconductor

The partnership has been established to start production and continue development of best-in-class 200mm GaN-on-silicon technology.

Navitas' GaN IC portfolio is expected to use Powerchip’s 200mm in Fab 8B, located in Zhunan Science Park, Taiwan, which has been operational since 2019 and supports various high-volume manufacturing processes for GaN, ranging from micro-LEDs to RF GaN devices.

Powerchip’s capabilities include an improved 180nm CMOS process, offering smaller and more advanced geometries.

“200mm GaN-on-silicon production on a 180nm process node enables us to continue innovating higher power density, faster, and more efficient devices while simultaneously improving cost, scale, and manufacturing yields”, said Dr. Sid Sundaresan, SVP of WBG Technology Platforms at Navitas.

According to the agreement Powerchip will manufacture Navitas’ GaN portfolio with voltage ratings from 100V to 650V, supporting the growing demand for GaN for 48V infrastructure, including hyper-scale AI data centre and EVs. Qualification of initial devices is expected in Q4 2025.

The 100V family is expected to start production first at Powerchip in 1H26, while the company expects 650V devices will transition from Navitas’ existing supplier, TSMC, to Powerchip over the next 12-24 months.

Navitas has made several announcements covering the AI data centre, EV, and solar markets, including its collaboration with NVIDIA to support GaN and SiC technologies for 800V HVDC architectures for 1 MW IT racks and beyond.

In addition, Enphase announced that its next-generation IQ9 would include Navitas’ 650 V bi-directional GaNFast ICs, and Changan Automobile announced its first commercial GaN-based OBC (on-board charger) using Navitas' GaNSafe technology.

“Partnering with Powerchip to advance high-volume 200 mm GaN-on-silicon production we look forward to driving continued innovation together in the years ahead”, said Gene Sheridan, CEO and co-founder of Navitas. “Through our partnership with Powerchip, we are well-positioned to drive sustained progress in product performance, technological evolution, and cost efficiency.”