[News] Infineon Found to Infringe Innoscience GaN Patent, Barred from Selling Certain Products in China - TrendForce

Innoscience has secured a final ruling from China's Supreme People's Court in its patent infringement dispute with Infineon, halting the sale, offering for sale, and importation of certain gallium nit... Read original →

The Supreme People’s Court of China’s final ruling against Infineon marks more than a patent loss—it signals assertive judicial enforcement of domestic IP sovereignty in strategic tech sectors. Technically, GaN’s role in AI power delivery will intensify co-development between EUV-enabled sub-3nm nodes and compound semiconductors. Compliance-wise, multinationals must overhaul China-specific IP due diligence, likely raising operational costs by 15–20%. Competitors like Navitas, GaN Systems, and firms from Taiwan, China may swiftly capture Infineon’s vacated share in high-end chargers and AI PSUs. Over the next 12–24 months, Chinese GaN foundries—such as Sanan IC and China Resources Microelectronics—will gain pricing leverage, while global IDMs may resort to 'China-only' designs to sidestep litigation, triggering a structural rebalancing of the power semiconductor supply chain.