Gartner: Infineon leads AI data center power semiconductors - Bisinfotech

Gartner's latest market analysis report highlights Infineon's leading position in AI data center power semiconductors, reflecting the company's sustained innovation and superior performance in power s... Read original →

Infineon’s leadership in AI data center power semiconductors stems from its system-level integration of silicon and wide-bandgap devices (e.g., SiC), forcing foundries to upgrade high-voltage BCD processes and compelling server OEMs to shift from 12V to 48V power architectures. While U.S. and EU chip subsidies bolster Infineon’s onshore manufacturing, they also increase compliance burdens—especially for supply chains involving Taiwan, China—due to tightening export controls. Competitors like TI and onsemi will accelerate GaN-based integrated solutions, leveraging U.S.-based IDM models to capture premium segments. Within 18 months, power management ICs will transition from ancillary components to critical bottlenecks in AI compute density; vendors offering kW-scale, >98% efficient converters with digital telemetry will dominate the next infrastructure build-out cycle.