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Friday 5 December 2025
Infineon's GaN patent wall forces global firms to rethink China ties
In the global power-device supply chain, influence is shifting quickly as AI computing demand and geopolitical tension intensify. Although AI data centers urgently need gallium nitride...
Friday 5 December 2025
Commentary: Infineon-Innoscience GaN ruling delivers 'disputed victory' for both sides
The US International Trade Commission (ITC) has issued its initial determination in Infineon's Section 337 case against China-based GaN supplier Innoscience. In a telling move that...
Friday 5 December 2025
AI power boom exposes Western GaN dilemma as firms still route through China
TSMC's decision to exit the gallium nitride (GaN) foundry market has set off a major restructuring of the global power device supply chain toward China-independent models and sharpened...
Thursday 4 December 2025
Commentary: Why Onsemi, STMicro, and Nvidia are all converging on Innoscience's GaN factory floor
Onsemi and Innoscience have signed a memorandum of understanding to expand mass production of GaN power devices using Innoscience's mature 8-inch GaN-on-silicon technology. Onsemi...
Wednesday 3 December 2025
Innoscience wins US GaN patent case as ITC rules no infringement
Innoscience said at midday on December 3 via the Hong Kong Stock Exchange that it had prevailed in its US patent dispute with Infineon, marking a decisive turn in a long-running GaN...
Wednesday 3 December 2025
Onsemi and Innoscience sign MoU to explore expanded GaN power device production
Onsemi and Innoscience have signed a memorandum of understanding to assess opportunities for expanding the manufacturing of gallium nitride (GaN) power devices, with a focus on accelerating...
Friday 28 November 2025
TSMC exit fuels Taiwan-US rivalry in GaN market
TSMC announced in mid-2025 that it will fully exit the gallium nitride (GaN) foundry business within two years. The strategic move refocuses resources on advanced silicon manufacturing...
Wednesday 26 November 2025
GaNrich Delivers Portfolio from 40V to 1200V For the Data Center HVDC Architecture

As energy consumption in AI servers and data centers rapidly increases, High Voltage Direct Current (HVDC) has emerged as a key direction for next-generation power system...

Wednesday 19 November 2025
Power chip startups drive vertical power delivery trend
Silicon Valley venture firm Playground recently showcased seven semiconductor startups at a media event in Taiwan. Beyond the well-known Ayar Labs, d-Matrix, and NextSilicon, two...
Thursday 13 November 2025
GlobalFoundries raises 4Q25 outlook on strong auto, data center demand
GlobalFoundries forecasts stronger results for the fourth quarter of 2025, saying robust demand from automotive and data center customers is expected to offset continued weakness...
Tuesday 11 November 2025
GlobalFoundries signs GaN tech licensing deal with TSMC to expand US production
GlobalFoundries announced on November 10, 2025, that it has signed a technology licensing agreement with TSMC covering 650V and 80V gallium nitride (GaN) process technologies, a move...
Sunday 9 November 2025
STM, Onsemi tackle soaring AI data-center power demand with new SiC and GaN tech

As GPU counts in AI servers soar, rack power consumption has reached record highs, straining data-center energy systems. In response,...

Monday 3 November 2025
Tong Hsing Electronics eyes growth engines to revive 2026 operations
Tong Hsing Electronic, a CMOS image sensor (CIS) packaging and semiconductor assembly company, reported NT$2.85 billion (US$93 million) in consolidated revenue for the third quarter...
Monday 3 November 2025
Win Semiconductor back in the black on US smartphone, 3D sensor demand

Win Semiconductor, the world's largest pure-play gallium arsenide (GaAs) foundry, rebounded sharply in the third quarter of 2025 on strong...

Friday 31 October 2025
Onsemi introduces vertical GaN semiconductors for AI and electrification applications
Onsemi has unveiled vertical gallium nitride (vGaN) power semiconductors built on GaN-on-GaN technology, targeting applications in AI data centers, electric vehicles (EVs), renewable...