NuAxi
NuAxiSemiconductor trade intelligence

Infineon on track to ship customer samples of GaN on 300mm wafers in Q4/2025

What happened

Infineon is on track to ship customer samples of GaN-on-300mm wafers in Q4 2025, aiming to expand its customer base. The move is part of a broader market where Yole Group forecasts the GaN power market to grow 36% annually to $2.5bn by 2030. Neutral: This is a long-term R&D milestone with no immediate impact on supply, demand, or pricing for current-generation components.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

GaN Power Semiconductors
Infineon Technologies AG
technology-milestoneroadmapgan

Source and time

Source: Semiconductor Today · 7/2/2025 · View original source

Open the NuAxi live feed →

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