GlobalFoundries eyes GaN expansion to challenge TSMC in AI

DIGITIMESSeptember 29, 2026en

GlobalFoundries (GF) is preparing a major global capacity expansion as TSMC is set to gradually exit gallium nitride (GaN) foundry services in 2027. GF said it was the first foundry to proactively approach TSMC and secure a GaN technology license, positioning itself to give existing customers a "seamless migration" path to its own platform.

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