NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Jul 26

20:11Impact score 20
Infineon’s CoolSiC devices support Delta’s bi-directional inverter
Delta Electronics has adopted Infineon's CoolSiC power semiconductor devices for its new bi-directional inverter system, which integrates solar, energy storage, and EV charging. This design win highlights the growing demand for SiC components in the energy transition and EV infrastructure markets. Neutral: This is a specific product adoption that may incrementally support long-term SiC demand but does not indicate an immediate supply constraint or price impact for traders.
SiC MOSFETPower SemiconductorsInfineon Technologies AGSemiconductor TodayProduct Launch

Tue, Jul 19

23:43Impact score 15
Anker partners with Infineon, Navitas, Innoscience and Southchip to develop all-GaN fast chargers
Anker Innovations has partnered with Infineon, Navitas, Innoscience, and Southchip to develop a new generation of all-GaN fast charging solutions. This collaboration aims to leverage GaN technology for more efficient and compact chargers in the consumer electronics market. Neutral: This is a product development announcement with no immediate, quantifiable impact on component supply, demand, or pricing for traders.
GaN Power ICsInfineon Technologies, Navitas Semiconductor and 4 totalSemiconductor TodayProduct Launch

Thu, Jul 14

01:03Impact score 60
Infineon lays foundation of third wafer fab module in Kulim, Malaysia
Infineon has laid the foundation for a third wafer fab module in Kulim, Malaysia, representing an investment exceeding RM8bn. The expansion is targeted at increasing manufacturing capacity for power semiconductors, specifically silicon carbide (SiC) and gallium nitride (GaN) technologies. Bearish: This significant capacity addition, expected to be operational by Q3 2024, will increase future supply for key wide-bandgap components, potentially easing long-term pricing pressure.
SiC Power SemiconductorsGaN Power SemiconductorsInfineon TechnologiesSemiconductor TodayCapacity Change

Fri, Jul 8

15:05Impact score 15
Infineon and Delta strengthen collaboration on WBG-based server and gaming PC power solutions
Infineon and Delta Electronics have deepened their collaboration on developing wide-bandgap (SiC/GaN) power solutions for server and gaming PC applications. This move targets the growing demand for higher efficiency and performance driven by digitalization and decarbonization trends. Neutral: This partnership announcement is a long-term technology alignment with no immediate, quantifiable impact on component supply, pricing, or inventory levels.
SiCGaNWBG Power DevicesInfineon Technologies AG, Delta Electronics IncSemiconductor TodayPartnership/M&A

Wed, Jun 1

04:04Impact score 15
Vitesco extends cooperation with Infineon from silicon to SiC
Vitesco Technologies has extended its long-term cooperation agreement with Infineon Technologies to include silicon carbide (SiC) power semiconductors. This formalizes an existing supply relationship for components used in Vitesco's high-voltage inverters for electric vehicles. Neutral: This is a strategic partnership confirmation with no immediate impact on supply, demand, or pricing for the broader SiC market.
SiC Power SemiconductorsInfineon Technologies AG, Vitesco TechnologiesSemiconductor TodayPartnership/M&A

Tue, May 17

16:26Impact score 10
Silicon carbide patent analysis shows firms building vertically integrated supply chains
Yole Développement forecasts the SiC power device market to grow at a 34% CAGR, exceeding $6bn by 2027, driven by EV adoption. Major players like STMicroelectronics, Infineon, and Wolfspeed are building vertically integrated supply chains to secure material and meet demand. Neutral: This is a long-term market trend analysis with no immediate, specific trading catalyst for price action.
SiC Power DevicesSTMicroelectronics, Infineon and 7 totalSemiconductor TodayMarket Analysis

Tue, May 10

23:15Impact score 15
Infineon extends CoolSiC portfolio to 2kV voltage class
Infineon Technologies has expanded its CoolSiC portfolio to include a 2kV voltage class, targeting applications moving to 1500VDC links for higher power density. This development addresses system design challenges like fast switching at high DC voltages, which often require complex multi-level topologies. Neutral: This is a long-term technology evolution that does not create immediate supply constraints or demand shifts for existing components.
SiC MOSFETInfineon TechnologiesSemiconductor TodayProduct Launch

Wed, Apr 13

22:28Impact score 15
Infineon extends CoolSiC M1H technology portfolio with 1200V SiC MOSFETs
Infineon Technologies has launched its new CoolSiC MOSFET 1200V M1H chip technology, expanding its portfolio for applications including solar inverters, EV charging, and energy storage. This is a routine product portfolio extension without any announced changes to production capacity, supply constraints, or pricing. Neutral: This launch represents standard product development with no immediate, direct impact on supply, demand, or pricing for SiC components.
SiC MOSFETInfineon Technologies AGSemiconductor TodayProduct Launch

Mon, Mar 21

19:01Impact score 20
Infineon launches optimized 650V CoolSiC MOSFETs
Infineon Technologies has launched a new family of 650V CoolSiC MOSFETs in a D2PAK 7-pin package targeting high-power applications like EV charging and servers. This is a standard product refresh within their existing trench technology portfolio. Neutral: This launch does not indicate a change in supply, demand, or pricing for existing SiC components; it is a routine product update.
SiC MOSFETInfineon Technologies AGSemiconductor TodayProduct Launch

Thu, Feb 17

21:16Impact score 60
Infineon investing €2bn in third module at Malaysia front-end fab for wide-bandgap power semiconductors
Infineon is investing over €2 billion to build a third module at its Kulim, Malaysia fab, significantly expanding its manufacturing capacity for silicon carbide (SiC) and gallium nitride (GaN) power semiconductors. This investment aims to capture growth in automotive, renewable energy, and data center markets. Bearish: This major capacity expansion for SiC/GaN increases future supply, potentially easing long-term pricing pressure and component availability constraints.
SiC Power SemiconductorsGaN Power SemiconductorsInfineon Technologies AGSemiconductor TodayCapacity Change
21:07Impact score 5
Infineon names Rutger Wijburg as chief operations officer
Infineon Technologies has appointed Rutger Wijburg as its new Chief Operations Officer, effective April 1, succeeding Jochen Hanebeck who is set to become CEO. This is a routine senior management transition as part of the company's succession planning announced during its Annual General Meeting. The change is a neutral event for traders, as it does not signal any immediate shift in operational strategy, capacity, or supply.
Infineon Technologies AGSemiconductor Today

Mon, Feb 14

21:37Impact score 15
Infineon launches XHP 2 CoolSiC power module for streetcars
Infineon Technologies AG has launched its XHP 2 CoolSiC power module, tailored for rail applications like streetcars. This is a standard product announcement showcasing the company's ongoing development in the SiC power semiconductor segment. Neutral: This launch does not indicate a change in supply, demand, or pricing for existing components and is unlikely to have a direct trading impact.
SiC Power ModuleInfineon Technologies AGSemiconductor TodayProduct Launch

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NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Jul 26

Infineon’s CoolSiC devices support Delta’s bi-directional inverter

Tue, Jul 19

Anker partners with Infineon, Navitas, Innoscience and Southchip to develop all-GaN fast chargers

Thu, Jul 14

Infineon lays foundation of third wafer fab module in Kulim, Malaysia

Fri, Jul 8

Infineon and Delta strengthen collaboration on WBG-based server and gaming PC power solutions

Wed, Jun 1

Vitesco extends cooperation with Infineon from silicon to SiC

Tue, May 17

Silicon carbide patent analysis shows firms building vertically integrated supply chains

Tue, May 10

Infineon extends CoolSiC portfolio to 2kV voltage class

Wed, Apr 13

Infineon extends CoolSiC M1H technology portfolio with 1200V SiC MOSFETs

Mon, Mar 21

Infineon launches optimized 650V CoolSiC MOSFETs

Thu, Feb 17

Infineon investing €2bn in third module at Malaysia front-end fab for wide-bandgap power semiconductors

Infineon names Rutger Wijburg as chief operations officer

Mon, Feb 14

Infineon launches XHP 2 CoolSiC power module for streetcars

Chip Teardown Lab2 opened

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