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A groundbreaking collaboration document released by Navitas Semiconductor, a pioneering global GaN (Gallium Nitride) power chip manufacturer, has stirred significant turmoil within the industry. The document unveiled that TSMC (Taiwan Semiconductor Manufacturing Company), the world's foremost wafer foundry and Navitas' long-standing partner, intends to halt GaN wafer production by July 2027. TSMC has affirmed this decision, underscoring that it aligns with market shifts and the company's long-term strategic vision. This shift will inevitably have a profound ripple effect on the GaN chip market and its supply chain, prompting industry players to either seek alternative foundry solutions or expedite their independent research and development endeavors.
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