Infineon GaN chips banned in China - Zamin.uz

The Supreme People's Court of China has upheld a ruling that bans Infineon Technologies from selling, importing, and advertising gallium nitride (GaN)-based products in China. The decision follows a p... Read original →

The Chinese Supreme Court’s upholding of the GaN sales ban against Infineon signals a strategic shift: domestic IP enforcement is now an offensive regulatory tool. Technically, downstream sectors—fast chargers, server PSUs, EV onboard chargers—will accelerate adoption of Innoscience’s solutions, hastening maturity of 8-inch GaN-on-Si processes. Compliance-wise, multinationals face sharply higher IP due diligence costs in China, forcing redesigns of licensing and design-in models for wide-bandgap semiconductors. Competitively, Navitas and Innoscience are positioned to capture premium segments, while Infineon’s injunctions in Germany and the U.S. offer limited offset against losing China—the world’s largest GaN market. Over the next 12–24 months, expect a wave of IP-driven market reconfiguration, compelling global players to localize IP creation and manufacturing or risk marginalization.