On April 2, 2026, GTA Semiconductor formally signed a project cooperation agreement with Infineon, the global leader in power semiconductors, in Shanghai. This collaboration marks the commencement of in-depth technical cooperation between the two parties in the embedded non-volatile memory (eNVM) domain, jointly advancing the upgrade of specialized process foundry capabilities. Notably, GTA Semiconductor serves as Infineon's sole foundry partner in mainland China, and this signing represents another significant milestone in their long-term strategic partnership.

Technology Roadmap and Core Competencies

In terms of memory technology deployment, GTA Semiconductor has established a parallel development framework encompassing three technology paths: eFlash, SONOS, and RRAM. The SONOS technology, which is the focal point of this cooperation, serves as the core technical pillar for their collaboration, distinguished by its excellent process compatibility, low integration cost, and robust mass production data. SONOS technology is applicable not only to standalone memory applications but also demonstrates broad prospects in the embedded memory sector, supporting the manufacturing of diverse chip types including MCUs, RFID devices, NOR Flash, PMICs, and smart sensors.

Evolution Toward Solution-Oriented Foundry Capabilities

Leveraging its continuously refined process system, GTA is accelerating its transformation from singular process advantages to comprehensive solution platform capabilities. By integrating multiple technical modules spanning memory, control, drive, and power functions, GTA can provide customers with one-stop foundry services encompassing "memory + control + drive + power." This solution-oriented foundry model aligns with the complex requirements of high-reliability application scenarios such as automotive electronics and industrial control, shifting the foundry industry's competitive landscape from traditional capacity and pricing dimensions toward a new paradigm focused on integrated solution service capabilities.

Production Capacity and Market Positioning

GTA Semiconductor operates two major production bases in Shanghai's Lingang New Area and Xuhui District, with combined existing and under-construction capacity totaling 300,000 wafers per month (calculated in 8-inch equivalents), covering 6-inch, 8-inch, 12-inch, and silicon carbide production lines. The company possesses nearly four decades of experience in automotive-grade chip manufacturing quality management, with a workforce exceeding 4,700 employees. As a specialized process foundry that has achieved Grade A certification under German automotive industry quality standards, GTA has accumulated substantial technical expertise in the automotive electronics and industrial control sectors.

Industrial Synergy

This cooperation coincides with the 30th anniversary of Infineon's entry into the Chinese market. In 2025, Infineon officially launched its "In China, For China" localization strategy, continuing to intensify its market presence in China. For GTA, project-based technical cooperation with international semiconductor giants not only enables rapid enhancement of specialized technical foundry capabilities but also ensures that its process technologies are more precisely aligned with global market demands.

Going forward, both parties will focus on cutting-edge applications including MCUs, NOR memory, and even compute-in-memory architectures, providing customers with more competitive solutions and jointly promoting the large-scale application of embedded non-volatile memory technologies in high-end manufacturing sectors.

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