India’s GaN ecosystem gets a boost with Navitas Semiconductor and Cyient Semiconductors partnership

Navitas Semiconductor Corporation (Nasdaq: NVTS) and Cyient Semiconductors Private Limited have unveiled a strategic, long-term partnership set to accelerate the adoption of gallium nitride (GaN) technology across India’s high-growth AI, mobility, industrial, and energy markets. Announced simultaneously from Torrance, California and Hyderabad, this collaboration seeks to create an end-to-end GaN ecosystem supporting everything from design to manufacturing, with the clear ambition of positioning India as a global powerhouse for advanced power semiconductors.

The agreement is structured around co-developing a suite of GaN-based products and integrated circuits, including digital and mixed-signal ICs, advanced system modules, and design enablement platforms. These technologies are tailored for India’s rapidly expanding high-voltage, high-power sectors, which range from artificial intelligence data centers and electric vehicles to smart grid infrastructure and industrial electrification. By combining Navitas Semiconductor’s proprietary GaNFast and GeneSiC technology portfolio with Cyient Semiconductors’ design, manufacturing, and supply-chain expertise, the two firms aim to fast-track the market accessibility of GaN solutions for Indian original equipment manufacturers (OEMs) and developers.

What makes this partnership significant for the Indian semiconductor landscape and “Make in India” ambitions?

At the core of the partnership is a strategic commitment to India’s “Make in India” program. The collaboration seeks to establish a robust local supply chain and a self-sustaining manufacturing ecosystem for GaN technology, breaking India’s historical reliance on imported power semiconductors. Cyient Semiconductors’ leadership has stated that the venture aims to address the complexity of high-voltage power delivery, making GaN platforms accessible and scalable for domestic OEMs eager to compete on a global stage. The ambition is not just about import substitution, but about giving Indian companies a competitive edge with locally designed and manufactured components, reduced lead times, and greater technical sovereignty.

For Navitas Semiconductor, the decision to partner with Cyient Semiconductors was driven by India’s outsized potential for GaN adoption, with leadership expressing confidence that growth rates in the country could exceed those seen in other global markets. According to Navitas Semiconductor, India’s mix of world-class engineering talent, rapidly scaling infrastructure, and government support for local manufacturing make it an ideal location for establishing a GaN innovation hub that can also serve international markets.

Which sectors are expected to benefit from this alliance and how will the ecosystem be built?

The partnership is targeting high-impact sectors including AI data centers, performance computing, electric mobility (particularly EVs), energy grid modernization, and industrial automation. The two companies plan to co-develop products based on Navitas Semiconductor’s existing GaN portfolio, while also designing solutions specifically suited to the unique needs and operating environments found in India.

By enabling a direct supply channel and technical support framework within the country, the collaboration is intended to empower Indian design houses and OEMs to develop, test, and scale next-generation power platforms more rapidly. Cyient Semiconductors’ role in establishing local assembly, test, and packaging operations will further support this ecosystem, reducing time to market for new products and allowing for agile innovation cycles. The availability of locally sourced, high-efficiency GaN modules is expected to catalyze a wave of new applications and could make India a destination for global supply chains seeking resilience and diversification.

How does the partnership align with current trends in wide bandgap semiconductors and the global shift toward electrification?

Wide bandgap materials like GaN and silicon carbide (SiC) are rapidly becoming foundational to next-generation power electronics, especially as industries transition from silicon-based devices to more efficient, compact, and thermally robust solutions. Navitas Semiconductor, a recognized leader in this space, brings to the partnership over 300 issued or pending patents, a significant legacy in GaNFast and GeneSiC technologies, and a reputation as the world’s first CarbonNeutral®-certified semiconductor company.

Cyient Semiconductors, meanwhile, leverages its ASIC/ASSP design expertise and advanced mixed-signal platforms to deliver tailored solutions for global clients in data centers, robotics, automotive, and automation. The new alliance positions both firms to ride the wave of electrification across AI infrastructure, mobility, and energy markets—segments that are seeing surging demand for high-efficiency power delivery, energy savings, and rapid scalability.

What are the leadership perspectives on the partnership and the outlook for GaN in India?

Leadership at Cyient Semiconductors described the move as a pivotal step in solving India’s high-voltage power challenges, expressing a vision of a fully localized GaN ecosystem serving both domestic and global needs. They indicated that by marrying Navitas Semiconductor’s field-proven technology with Cyient Semiconductors’ manufacturing strengths, the alliance would remove barriers to adoption and enable every OEM in India to design, build, and scale competitive power platforms.

Navitas Semiconductor’s CEO has highlighted India’s GaN market as poised for hypergrowth, pointing to the partnership as a model for “innovation, by India, for the world.” The intention is to deliver more than just technology transfer—Navitas Semiconductor and Cyient Semiconductors want to foster a knowledge economy around GaN, with engineering support, design enablement, and a stable supply chain ecosystem to fuel rapid product cycles.

What should investors and market watchers expect from this collaboration in the near and medium term?

From an investor and institutional sentiment perspective, the partnership between Navitas Semiconductor and Cyient Semiconductors is likely to be seen as a bullish signal for both companies, particularly given the growing strategic value attached to local semiconductor supply chains and power electronics. While Cyient Semiconductors is privately held, Navitas Semiconductor’s shares (Nasdaq: NVTS) could see renewed interest from those betting on Asia-driven GaN adoption and the growth of India’s semiconductor manufacturing sector. In the days following partnership announcements of this scale, shares of listed partners often see moderate upward movement, as institutional flows respond to new market access, future revenue visibility, and the prospect of government incentives.

Analysts following Navitas Semiconductor and the broader GaN ecosystem will likely focus on deal execution milestones, ecosystem scaling, and early customer wins in India’s AI and mobility sectors. Investors may also track potential ripple effects for domestic peer companies and global competitors in the wide bandgap semiconductor space.

What are the key takeaways from the Navitas Semiconductor and Cyient Semiconductors GaN partnership?

• Navitas Semiconductor Corporation and Cyient Semiconductors Private Limited have entered a long-term strategic partnership to co-develop and accelerate the adoption of gallium nitride (GaN) technology for India’s AI, mobility, energy, and industrial markets.

• The collaboration aims to establish a complete, end-to-end GaN ecosystem in India, covering everything from product development to local manufacturing and supply chain integration, directly supporting the “Make in India” initiative.

• The partnership targets high-voltage, high-power segments such as AI data centers, electric vehicles, performance computing, energy grid infrastructure, and industrial electrification, leveraging Navitas Semiconductor’s GaNFast and GeneSiC expertise.

• Cyient Semiconductors’ leadership emphasizes the creation of a self-sustaining domestic ecosystem that lowers barriers for Indian OEMs and design houses, making advanced GaN platforms accessible, scalable, and locally supported.

• Navitas Semiconductor views India as an outlier market where GaN growth could outpace global trends, citing the country’s engineering talent, infrastructure expansion, and government policy as strong drivers.

• The alliance includes plans for new product co-development, local assembly, packaging, and technical support frameworks to enable faster time-to-market and agile innovation cycles for Indian customers.

• The partnership is expected to empower India’s technology sector, reduce dependence on imported power semiconductors, and position India as an emerging export hub for GaN and power electronics platforms.

• Leadership from both companies signal the collaboration as a major step toward building India’s semiconductor self-reliance, with ambitions to make the nation a go-to destination for advanced GaN innovation.

• From an investor perspective, the deal signals growing institutional confidence in India’s ability to lead in power electronics manufacturing, and could drive renewed attention to Navitas Semiconductor’s stock (Nasdaq: NVTS).

• The roadmap includes continued expansion of India’s local supply chain, government engagement, and integration of GaN technology into high-growth sectors—potentially making India a leader in next-generation power solutions for global markets.