Infineon CoolGaN selected for BRC Solar power optimizer ... - eeNews Europe

Infineon Technologies has been selected by BRC Solar to supply CoolGaN transistors for its latest solar power optimizer, underscoring the growing adoption of gallium nitride (GaN) in renewable energy ... Read original →

Infineon’s GaN supply deal with BRC Solar signals a commercial inflection point for wide-bandgap semiconductors in distributed PV. Technically, GaN’s high-frequency, low-loss traits are forcing MPPT migration from string- to panel-level, triggering inverter architecture redesign and driving miniaturization across magnetics and PCBs. Regulatory-wise, the EU’s Net-Zero Industry Act mandates local power semiconductor capacity—Infineon’s green-energy anchoring mitigates future localization costs. Competitively, Wolfspeed and Navitas will accelerate integrated GaN-for-solar offerings; Navitas’ driver-integrated chips threaten Infineon’s discrete approach on BOM cost. Within 18 months, GaN penetration in residential optimizers will exceed 30%, indirectly spurring adoption of sub-3nm EUV metrology tools for defect inspection in GaN substrates—not for scaling, but yield control.