NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Jul 8

08:26Impact score 45
[News] Wolfspeed Sues Navitas Over GaN, SiC Patents, Reportedly Seeks U.S. Sales Ban
Wolfspeed filed a patent infringement lawsuit against Navitas, seeking a permanent U.S. sales ban on Navitas' GaN and SiC products. This legal action highlights the intensifying competition in the power semiconductor market between Wolfspeed's asset-heavy model and Navitas' fabless approach. Traders should watch for court rulings on the injunction, which could significantly disrupt Navitas' supply chain in the US market.
GaN FETsSiC MOSFETsSiC ModulesWolfspeed, Navitas SemiconductorTrendForcePolicy/Regulation

Tue, Jul 7

22:30Impact score 95
US import ban on Innoscience's GaN products confirmed after presidential review
Infineon's ITC ruling confirms a ban on Innoscience's GaN imports into the US, following previous German court victories. This decision effectively cuts off Innoscience's US market access and reinforces Infineon's patent enforcement.
GaNInnoscience, InfineonEvertiqPolicy/Regulation

Sat, Jul 4

14:06Impact score 90
Infineon wins fourth German patent ruling against Innoscience, as GaN fight flares in Shanghai
The District Court of Munich ruled on July 3 that Innoscience infringed Infineon's GaN patents, banning the Chinese chipmaker from selling the products in Germany. This is the fourth ruling in favor of Infineon, intensifying the GaN patent war in Shanghai. Bullish impact: The sales ban restricts supply, likely driving up GaN prices.
GaNGallium NitrideInfineon Technologies, InnoscienceDigiTimes AsiaPolicy/Regulation

Tue, Jun 23

19:01Impact score 10
Infineon wins two more patent cases against Innoscience in Germany
The Munich district court ruled in favor of Infineon, prohibiting Innoscience from manufacturing and selling infringing GaN products in Germany. This is the third and fourth legal defeat for Innoscience in a series of patent infringement cases. Bullish for Infineon's IP position, negative for Innoscience's market access.
GaNInfineon Technologies, InnoscienceEvertiqPolicy/Regulation

Mon, Jun 22

01:24Impact score 60
[News] Innoscience’s Current Products are not Affected by Both Rulings of the Munich Regional Court
The Munich Regional Court ruled that Innoscience's current GaN power devices do not infringe Infineon's German patents, confirming the U.S. ITC's findings and removing a potential supply disruption risk for Innoscience's core portfolio.
GaN power devicesGallium Nitride power devicesInnoscience, InfineonTrendForcePolicy/Regulation

Mon, Jun 15

22:27Impact score 90
China's supreme court bans Infineon from selling GaN power chips in China — market-leader Innoscience secures major victory in multi-region patent war
China's Supreme Court upheld an injunction banning Infineon from selling GaN power chips in mainland China due to patent infringement, impacting Nvidia's 800V AI-rack supply chain. This victory for Innoscience creates a supply constraint in China, likely driving up prices for GaN components.
GaN power chipsInfineon, InnoscienceTom's HardwarePolicy/Regulation

Wed, May 13

16:08Impact score 90
ITC rules in favour of Infineon in GaN patent case against Innoscience
The US ITC ruled in favor of Infineon, banning Innoscience's GaN products from import and sale in the US. This decision, subject to a 60-day review, reinforces Infineon's patent portfolio and restricts Innoscience's market access, likely tightening GaN supply.
Gallium Nitride (GaN)GaN productsInfineon, InnoscienceEvertiqPolicy/Regulation

Tue, May 12

08:42Impact score 45
Infineon wins US patent ruling against Chinese GaN rival Innoscience
Infineon Technologies won a US International Trade Commission ruling against Chinese rival Innoscience, finding infringement of GaN-related patents. The ITC upheld the preliminary ruling, potentially restricting Innoscience's market access.
利空
Innoscience，利多英飞凌GaN市场份额。
GaNGallium NitrideInfineon Technologies, InnoscienceDigiTimes AsiaPolicy/Regulation

Sat, May 9

05:43Impact score 90
[News] Innoscience Claims ITC Ruling Victory, Confirms No Infringement for Current GaN Devices, U.S. Shipments Uninterrupted
Innoscience secured a U.S. ITC ruling confirming its current GaN power devices do not infringe Infineon patents, ensuring uninterrupted U.S. shipments. The decision validates its redesigned products and invalidates claims against legacy stock. This ruling removes a critical trade barrier for Innoscience's GaN supply chain.
GaN power devicesInnoscience, InfineonTrendForcePolicy/Regulation

Fri, May 8

15:59Impact score 75
ITC affirms initial determination that Innoscience infringed Infineon GaN patent
Infineon confirms the US ITC has ordered import and sales bans against China-based Innoscience for infringing GaN patents. The ruling targets Innoscience's GaN-on-silicon power chips manufactured on 8-inch wafers. Bearish for Innoscience's US market access, pending a 60-day presidential review.
GaN-on-silicon power chipsGallium nitride (GaN) chipsInfineon Technologies AG, Innoscience (Suzhou) Technology Holding Co LtdSemiconductor TodayPolicy/Regulation

Tue, Apr 28

13:58Impact score 10
Beijing Intellectual Property Court upholds validity of Innoscience’s GaN patents
Innoscience won a patent lawsuit against Infineon, upholding the validity of its GaN-on-silicon core patents. The Beijing Intellectual Property Court rejected Infineon's invalidation requests. Watch: This legal victory strengthens Innoscience's competitive position in the GaN market.
GaN Power ChipsInnoscience, Infineon Technologies AGSemiconductor TodayPolicy/Regulation

Thu, Dec 4

04:36Impact score 45
US ITC preliminary determination finds violation of Infineon patent by Innoscience
The US ITC issued a preliminary determination finding that Innoscience violated a valid Infineon patent (US 9,899,481) related to GaN technology. This is part of an ongoing legal dispute between the two GaN power semiconductor manufacturers. Watch: This ruling introduces potential supply chain disruption risk for Innoscience's GaN products in the US market, pending a final ITC decision and possible import restrictions.
GaN Power TransistorsGaN-on-Silicon Power ChipsInnoscience (Suzhou) Technology Holding Co Ltd, Infineon Technologies AGSemiconductor TodayPolicy/Regulation

Fri, Aug 1

21:07Impact score 45
Munich District Court rules in favor of Infineon in patent-infringement case against Innoscience
A Munich court ruled in favor of Infineon in a patent infringement case against Innoscience concerning GaN-on-Si power chip technology. This first-instance ruling could potentially disrupt Innoscience's production and sales of 8-inch GaN-on-Si wafers in key markets if injunctions are enforced.
利多
Potential supply constraints for Innoscience's GaN chips in Europe, benefiting competitors like Infineon; 利空: Risk of supply chain disruption for buyers reliant on Innoscience's cost-competitive GaN components.
GaN-on-Si Power ChipsInfineon Technologies AG, InnoScience (Suzhou) Technology Holding Co LtdSemiconductor TodayPolicy/Regulation

Analog	$0.68	−5.9%
Connector	$0.75	+0.2%
CPU	$386.74	−21.3%
DDR4	$88.40	−0.2%
DDR52026-W13	$14.89	−11.2%
GPU	$478.20	+8.2%
MCU	$0.68	−61.7%Unusual
MLCC	$0.01	+54.0%Unusual
MOSFET	$0.12	−82.8%Unusual
PMIC2026-W13	$0.44	−12.5%
SSD/HDD	$288.43	n/a

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Jul 8

[News] Wolfspeed Sues Navitas Over GaN, SiC Patents, Reportedly Seeks U.S. Sales Ban

Tue, Jul 7

US import ban on Innoscience's GaN products confirmed after presidential review

Sat, Jul 4

Infineon wins fourth German patent ruling against Innoscience, as GaN fight flares in Shanghai

Tue, Jun 23

Infineon wins two more patent cases against Innoscience in Germany

Mon, Jun 22

[News] Innoscience’s Current Products are not Affected by Both Rulings of the Munich Regional Court

Mon, Jun 15

China's supreme court bans Infineon from selling GaN power chips in China — market-leader Innoscience secures major victory in multi-region patent war

Wed, May 13

ITC rules in favour of Infineon in GaN patent case against Innoscience

Tue, May 12

Infineon wins US patent ruling against Chinese GaN rival Innoscience

Sat, May 9

[News] Innoscience Claims ITC Ruling Victory, Confirms No Infringement for Current GaN Devices, U.S. Shipments Uninterrupted

Fri, May 8

ITC affirms initial determination that Innoscience infringed Infineon GaN patent

Tue, Apr 28

Beijing Intellectual Property Court upholds validity of Innoscience’s GaN patents

Thu, Dec 4

US ITC preliminary determination finds violation of Infineon patent by Innoscience

Fri, Aug 1

Munich District Court rules in favor of Infineon in patent-infringement case against Innoscience

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