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TSMC ending GaN on Si manufacturing by 2027

O

osnium

Active member
Sourced from Navitas’ 8-K filing.

Positive
  • New foundry partnership: Navitas secured PSMC as an alternative GaN wafer source with mass production slated for H1 2026.
  • Advance notice: TSMC’s 2027 exit provides a two-year window for orderly transition, reducing immediate disruption risk.
  • Diversification strategy: Company is actively qualifying additional suppliers, aiming to enhance operational flexibility and reduce single-source dependence.
Negative
  • Supply-chain disruption risk: TSMC, the current sole supplier of GaN wafers, will stop production in July 2027.
  • Execution uncertainty: Successful qualification and ramp-up at PSMC are not guaranteed; delays could jeopardize product availability.
  • Lack of financial detail: Filing contains no information on cost structure, capacity commitments, or potential margin impact from the supplier shift

www.stocktitan.net

Navitas (NVTS) moves GaN supply to Powerchip ahead of TSMC 2027 exit

TSMC will end GaN wafer output in 2027. Navitas partners with Powerchip, aims for mass production in H1 2026; supply-chain diversification key for NVTS investors.
www.stocktitan.net www.stocktitan.net
 
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