行业双强联手，启动8英寸氮化镓晶圆量产计划！

中国LED网2025-07-02

7月1日，氮化镓（GaN）功率半导体领域的领导者纳微半导体（Navitas Semiconductor）宣布，与全球领先的晶圆代工厂力积电（Powerchip Semiconductor Manufacturing Corporation, PSMC）达成战略合作。此次合作的核心在于正式启动并持续推进业内先进的200mm硅基氮化镓技术生产。此举旨在显著提升供应链韧性、加速技术创新，并优化成本效益，...

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CMOS工艺能力，将为纳微提供更小、更先进的工艺节点。纳微宽禁带技术平台高级副总裁Sid Sundaresan博士表示，在180nm工艺节点上生产200mm硅基氮化镓，将使公司能够持续创新，实现更高功率密度、更快速度和更高效率的器件，同时大幅提升成本控制、规模化能力和制造良率。此次合作中，力积电将为纳微半导体生产100V至650V的氮化镓产品组合，以满足48V基础设施对氮化镓日益增长的需求，特别是针对超大规模AI数据中心和电动汽车。首批器件预计将于2025年第四季度完成认证。其中，100V系列计划于2026年上半年在力积电率先投产，而650V器件将在未来12-24个月内从纳微现有的供应商台积电逐步转由力积电代工。行业背景显示，纳微半导体此前的GaN功率IC主要在台积电的晶圆厂进行生产，早期报道指出纳微可能利用的是台积电的6英寸晶圆厂工艺，其GaN-on-Si生产利用成本效益高且广泛可用的250-350纳米设备，保持了较低的制造成本。此次向力积电的战略转移，不仅是产能的扩展，更是纳微半导体在供应链多元化、风险分散及成本效益优化方面的重要战略部署，旨在充分利用200mm晶圆生产的规模优势。技术与市场双驱动，赋能多领域创新纳微半导体近期在全球多个关键市场取得了显著进展，彰显其在氮化镓（GaN）和碳化硅（SiC）技术领域的领先地位及其广泛的应用潜力。在AI数据中心与电动汽车领域，纳微的氮化镓与碳化硅（SiC）技术已成功助力NVIDIA 800V HVDC架构应用于1兆瓦以上IT机架，充分展现了其在大功率解决方案上的卓越能力。在太阳能方面，全球领先的太阳能能源解决方案公司Enphase已宣布其下一代IQ9产品将采用纳微的650V双向GaNFast氮化镓功率芯片，进一步推动清洁能源技术的发展。图片来源：纳微半导体特别是在车载应用领域，纳微的高功率GaNSafe技术凭借其通过AEC-Q100和AEC-Q101车规认证的旗舰产品，正逐步深入商用车载充电机（OBC）和高压转低压DC-DC变换器等电动汽车核心应用。此项技术已成功进入长安汽车的首款商用氮化镓车载充电器，标志着纳微车规级GaN解决方案的商业化进程迈出了重要一步。而在核心技术布局方面，纳微半导体推出了GaNSense™和GaNSlim™等先进技术。GaNSense™技术通过将氮化镓器件与驱动、控制、感应及保护功能集成，实现了无损可编程电流采样，有效提升了能效并降低了损耗，该技术已应用于Redmi K50冠军版电竞手机的120W氮化镓充电器中。而GaNSlim™氮化镓功率芯片则采用纳微专利的DPAK-4L封装，集成了智能电磁干扰(EMI)控制和无损电流感测功能，旨在打造业界最快、最小、最高效的解决方案。纳微还推出了97.8%超高效的12kW超大规模AI数据中心电源，采用氮化镓与碳化硅混合设计，符合开放计算项目（OCP）要求，以及第三代快速碳化硅MOSFETs，进一步提升AI数据中心功率并加快电动汽车充电速度。（集邦化合物半导体 竹子 整理）更多SiC和GaN的市场资讯，请关注微信公众账号：集邦化合物半导体。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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