Nano Micro Semiconductor GaN Chip Production Capacity Upgraded, Deepening Collaboration with NVIDIA

2026-02-20 21:53:20

Economic Observer Network Nanwei Semiconductor (NVTS), a leading company in the gallium nitride power chip field, is worth paying attention to for its capacity upgrades, strategic partnerships, and business transformation developments.

Company Project Progress

According to technological updates as of November 2025, the company is collaborating with LixTech to advance mass production of 8-inch silicon-based gallium nitride products, with the 100V series expected to reach mass production in the first half of 2026. The 650V product foundry process is anticipated to shift from TSMC to LixTech within the next 12-24 months to enhance supply capabilities for AI data centers and electric vehicles.

Latest Contract Developments

The collaboration with NVIDIA on the development of 800V high-voltage DC architecture continues to deepen, involving three-level systems for AI server power supplies (such as solid-state transformers and DC/DC converters). This partnership could bring new opportunities for the company in high-power application markets.

Business and Technology Developments

The company is shifting from consumer electronics to high-power markets (such as AI data centers and energy infrastructure). The revenue outlook for Q4 2025 indicates progress in resource reorganization, with future focus on order fulfillment and distribution network optimization.

The above content is compiled from publicly available information and does not constitute investment advice.

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