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TSMC to Cease GaN Foundry Production by End-July 2027 Due to Chinese Rivalry
ByAinvest
Thursday, Jul 3, 2025 8:22 am ET1min read
TSMC will cease GaN foundry production by end-July 2027 due to price pressure from Chinese rivals. The company is focusing on advanced-node silicon development for AI applications and repurposing its Hsinchu Fab 5 for advanced packaging. Navitas Semiconductor Corp has been informed of TSMC's decision and plans to transition its 650V devices to Powerchip Semiconductor Manufacturing Corp over the next 12-24 months.
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