Infineon supplying world’s first 900V GaN monolithic BDS devices to Enphase

What happened

Infineon Technologies AG of Munich, Germany is to supply what is said to be the world's first 900V gallium nitride (GaN) monolithic bidirectional switches (BDS) to Enphase Energy Inc of Fremont, CA, USA, a supplier of microinverter-based solar and battery systems, for deployment in Enphase's solid-state transformer (SST) power modules. By extending the operating voltage range of GaN technology to 900V while maintaining its high-frequency switching characteristics, the devices enable highly efficient, compact power conversion architectures for emerging applications including AI data centers. The supply plan is stated as an announcement, and the source does not specify deal value or timing.

Impact and signal

Affected components and suppliers

Source and time

Source: Semiconductor Today · 10/26/2026 · View original source