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TSMC ending GaN on Si manufacturing by 2027

O

osnium

Well-known 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

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