Cyient Semiconductors Enters GaN Power Chip Market With Navitas Technology - BW Businessworld

Indian semiconductor design company Cyient has entered the gallium nitride (GaN) power chip market through a partnership with Navitas technology, marking a significant strategic move in the power semi... Read original →

Cyient’s partnership with Navitas marks a strategic leap beyond design services into high-value GaN power ICs. Technically, this accelerates GaN adoption in mid-power applications like EV onboard chargers and fast chargers, pressuring silicon and even SiC solutions at lower voltage tiers. Regulatory risks loom: while India’s PLI scheme offers incentives, GaN epitaxy remains tethered to U.S.- and Japan-sourced MOCVD tools, exposing supply chains to geopolitical friction. Competing against vertically integrated giants like Infineon or Nexperia, Cyient’s asset-light IP licensing model is a calculated evasion of capital intensity. Over the next 18 months, success hinges on securing anchor projects in India’s EV or 5G rollout—creating a 'local design + global IP + regional deployment' flywheel that could redirect Southeast Asian sourcing strategies and force global players to reassess South Asia as a credible tech node, not just a market.