📊Executive Summary

Onsemi and GlobalFoundries have announced a collaboration to develop 650V gallium nitride (GaN) power devices using 200mm GaN-on-silicon technology, targeting applications in electric vehicles (EVs), AI data centers, and aerospace. The partnership aims to leverage Onsemi's silicon drivers and GlobalFoundries' manufacturing capabilities to create high-density power solutions. Customer sampling is planned for the first half of 2026, with volume production to follow. This collaboration expands Onsemi's semiconductor portfolio and addresses the growing demand for efficient power systems in constrained spaces....