Investing.com -- ON Semiconductor Corporation (NASDAQ:ON) stock rose 3% Thursday after the company announced a collaboration agreement with GlobalFoundries (NYSE:GFS) to develop and manufacture next-generation gallium nitride power devices.
The partnership will focus initially on 650V GaN products, combining GlobalFoundries’ 200mm eMode GaN-on-silicon process with ON Semiconductor’s silicon drivers, controllers, and packaging technology. The collaboration aims to deliver smaller, more efficient power systems for AI data centers, electric vehicles, industrial applications, and aerospace and defense markets.
ON Semiconductor plans to begin providing samples to customers in the first half of 2026, with volume production to follow. The agreement expands the company’s power semiconductor portfolio to include a full spectrum of GaN technologies from low to ultra-high voltage applications.
The GaN technology offers several advantages over traditional semiconductors, including higher frequency operation, bidirectional capability, and integrated functionality. These features allow system designers to reduce component count, system size, and cost while improving efficiency and thermal performance.
Applications for the new GaN products will include power supplies and DC-DC converters for data centers, onboard chargers for electric vehicles, solar microinverters, energy storage systems, and motor drives for industrial and aerospace applications.
The partnership represents a strategic move by ON Semiconductor to strengthen its position in high-growth markets where power demands continue to increase while physical size constraints remain critical.
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