NuAxiSemiconductor trade intelligence

GaN in 800V systems on the rise; Infineon and TI IDMs continue expanding production

What happened

Industry consensus points to faster adoption of GaN over SiC in 800V AI data center power systems. Infineon and TI are expanding production as IDMs. Neutral: This is a long-term technology trend analysis with no immediate, quantifiable trading impact on supply, demand, or price.

Impact and signal

Low impactImpact score: 12/100

Affected components and suppliers

GaNSiC

Infineon Technologies Texas Instruments

wide-bandgaptechnology-trendcapacity-expansion

Source and time

Source: DigiTimes Asia · 3/31/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

Aixtron begins constructing new €100m innovation centerSemiconductor Today · 11/23/2023
Power semiconductors, particularly SiC and GaN devices, are expected to play an increasingly important role in future HVDC power architectures as AI d...TrendForce Official (Market Data) · 6/16/2026
Aixtron’s Q1 shipments roughly halved by delays in export licensingSemiconductor Today · 5/8/2023
PCIM 2026: onsemi’s Sam Francis on SiC EV Adoption, GaN Expansion, and the Innoscience PartnershipPower Electronics News · 7/2/2026
Aixtron grows revenue 59% and orders 65% in 2021, driven by power electronicsSemiconductor Today · 3/14/2022
Navitas completes acquisition of IVR specialist ClarosEvertiq · 10/7/2026

GaN in 800V systems on the rise; Infineon and TI IDMs continue expanding production

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings