GaN

NVIDIA quietly added InnoScience, a Chinese GaN manufacturer, to its list of 800V DC power architecture partners, making it the sole Chinese supplier. This triggered a surge in InnoScience’s stock price in Hong Kong. InnoScience confirmed the collaboration, noting its GaN technology’s role, but cautioned that it’s still in the testing phase without concrete orders. InnoScience, the world’s first IDM mass-producing 8-inch GaN wafers, leads in GaN discrete device shipments, serving various sectors, including EVs and data centers.

Infineon Technologies has successfully developed scalable Gallium Nitride (GaN) production on 12-inch wafers, a significant advancement over the current 200mm standard. This technology offers higher power density and efficiency, promising broader applications. The company will begin delivering samples in Q4 2025. Notably, TSMC is exiting the GaN wafer foundry market, leaving Infineon as a key player.