Navitas Ships Gen 5 GaNFast Chips From U.S. GlobalFoundries Plant

Navitas Semiconductor has commenced the first shipments of its 5th Generation GaNFast technology manufactured within the United States. The move establishes a secure domestic supply chain for high-efficiency power semiconductors essential for national security and AI infrastructure.

Shipments of the U.S.-manufactured Gen 5 GaNFast products began in September 2026. Production is based at GlobalFoundries' 200mm GaN-on-silicon manufacturing facility located in Burlington, Vermont. This operational milestone is the result of a strategic partnership designed to scale the production of gallium nitride (GaN) technology on American soil.

Strengthening the Domestic Ecosystem

This deployment follows a long-term strategic partnership announced by Navitas and GlobalFoundries in November 2025. The collaboration was specifically designed to accelerate U.S. GaN innovation and reduce the industry's reliance on foreign fabrication. By shifting production to Vermont, the companies aim to strengthen the overall resilience of the U.S. semiconductor ecosystem, particularly for power-hungry applications such as industrial electrification and AI data centers.

Chris Allexandre, President and CEO of Navitas, stated that the company has established a trusted domestic manufacturing source for Gen 5 and future generations. He noted that this capability will play a critical role in powering high-performance computing and AI infrastructure. Kannan Soundarapandian, Senior VP of GlobalFoundries’ power business, added that the first shipment demonstrates how the two companies are converting advanced innovation into a secure and scalable domestic supply.

Implications for AI and Security

The transition to U.S.-based production is critical because AI infrastructure requires massive gains in power efficiency to remain sustainable. By securing a domestic pipeline, Navitas mitigates geopolitical risks associated with overseas chip fabrication and aligns its operations with U.S. national security goals regarding semiconductor resilience. This strategic positioning may increase the company's appeal to investors focused on the intersection of AI-driven hardware and domestic manufacturing sovereignty.

Future Outlook

Industry observers will now watch for the expansion of this domestic pipeline to include subsequent generations of GaN technology. While the initial shipments mark a significant milestone in reducing foreign dependency, the long-term impact will depend on the ability of the Burlington facility to scale volume to meet the surging demands of the AI sector. The ability to maintain this domestic cadence will be a key indicator of the partnership's success in insulating the AI supply chain from global volatility.