InnoScience wins China patent ruling, Infineon GaN sales banned - digitimes

China's Supreme People's Court rejected Infineon's reconsideration request on June 12, 2026, upholding a Suzhou Intermediate People's Court injunction that found Infineon had infringed two core GaN pa... Read original →

The Suzhou injunction, now upheld by China’s Supreme People’s Court, signals that domestic GaN innovators like InnoScience can effectively enforce core IP against global giants. Technically, Infineon’s exit from China’s GaN power market accelerates adoption of local alternatives, catalyzing maturity in 8-inch GaN-on-Si foundry and packaging ecosystems. From a compliance standpoint, multinationals lacking robust FTO (freedom-to-operate) clearance in China now face acute supply chain disruption risks and higher operational overhead. Competitors like Wolfspeed or Navitas may seize the vacuum, while Infineon could shift final assembly to Southeast Asia—at the cost of slower customer response. Over the next 12–24 months, expect more Chinese firms to assert IP offensively, compelling foreign players to embed localized IP strategy teams. China is transitioning from semiconductor manufacturing hub to rule-setter.