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[SITUATION] · [QUIET] · [TECHNOLOGY]

4 clusters · 9 sources · 35 days · First seen · Last updated

Infineon expands AI power solutions and GaN market share

Overview

Infineon Technologies is expanding its role in the AI infrastructure sector through technological partnerships and product development. The company initially entered a collaboration with Skeleton Technologies to create power architectures for AI data centers, combining semiconductor technology with supercapacitors to manage high power density requirements.

To support next-generation AI accelerators and vertical power delivery modules, Infineon has introduced a new dual-phase smart power stage family, including the TDA235E5 and TDA235E0. These devices utilize OptiMOS 6 MOSFETs to achieve a power density exceeding 2 A/mm², supporting up to 300 A peak current.

In the Gallium Nitride (GaN) sector, Infineon has seen rapid growth. According to Yole Group, the company moved from fifth place in 2024 to second place in 2025, capturing a 16% market share as the total GaN power device market expanded by approximately 63% year-over-year to $588 million. While China-based Innoscience remains the market leader with a 31% share, Infineon’s ascent is driven by AI-related demand.

Furthermore, Infineon has partnered with Eaton to supply silicon carbide (SiC) power devices for the MVSST 2.0 medium-voltage solid-state transformer platform. Designed for 800V DC power architectures, this collaboration aims to improve efficiency and reliability in AI data centers by optimizing electricity transition from the medium-voltage grid to high-density computing infrastructure.

To further strengthen its position in AI data center power solutions, Infineon has completed the acquisition of Bengaluru-based C2i Semiconductors. This move integrates C2i’s expertise in software-defined multi-phase drivers and intelligent power stages into Infineon’s Power Systems division. Additionally, the company has opened a new backend manufacturing facility in Samut Prakan, Thailand, intended to become one of its largest global backend sites and diversify its production network.

Entities

Infineon Technologies · MVSST 2.0 · C2i Semiconductors · Bangkok · Infineon Technologies AG

Claims

What the coverage asserts, and how many sources carry each claim.

Timeline

  1. [BUSINESS] 3 sources
    Infineon expands semiconductor footprint through acquisition and new Thailand plant

    Infineon Technologies AG has finalized the acquisition of C2i Semiconductors to bolster AI data center power solutions and opened a major new backend manufacturing facility in Thailand.

  2. [TECHNOLOGY] 2 sources
    Infineon and Eaton partner on SiC technology for AI data centers

    Infineon is supplying silicon carbide power devices to Eaton for its MVSST 2.0 solid-state transformer platform, targeting 800V DC architectures to power AI data centers.

  3. [TECHNOLOGY] 3 sources
    Infineon expands AI power solutions and climbs GaN market share

    Infineon Technologies is rising in the GaN power device market, reaching second place with a 16% share, while launching new high-density power stages designed for AI data center accelerators.

  4. [TECHNOLOGY] 2 sources
    Infineon and Skeleton Technologies partner on AI data center power

    Infineon and Skeleton Technologies are collaborating to develop advanced power architectures and energy storage solutions to meet the high power density demands of AI data centers.

Sources

compoundsemiconductor.net · eenewseurope.com · eetimes.jp · evertiq.pl · it-boltwise.de · polityka.co.pl · powerelectronicsworld.net · stocktitan.net · wcupa.edu

This summary has been updated 2 times: see revision history