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Infineon expands AI power solutions and GaN market share
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2026-09-30 11:34 UTC → 2026-10-07 12:32 UTC ·
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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. The MVSST 2.0 platform, which is one of To further strengthen its position in AI data center power solutions, Infineon has completed the first acquisition of its kind to receive IEC certification, is slated for initial deployment 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 Asia-Pacific region. 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.
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- 2026-10-07 12:32 UTC Infineon expands AI power solutions and GaN market share
- 2026-09-30 11:34 UTC Infineon expands AI power solutions and GaN market share
- 2026-09-08 01:10 UTC Infineon AI power infrastructure development
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