Infineon and Skeleton Technologies to develop power solutions for AI data centres - Evertiq

Infineon Technologies and Estonian energy storage company Skeleton Technologies have entered into a memorandum of understanding to develop power solutions for AI data centers. The collaboration focuse... Read original →

This collaboration signals a transformative convergence of power semiconductor and energy storage technologies, poised to redefine power architecture in AI data centers. By integrating Infineon’s CoolSiC and CoolGaN with Skeleton’s supercapacitor and solid-state transformer technologies, the alliance targets critical efficiency bottlenecks in high-density GPU infrastructures. This synergy accelerates upstream demand for SiC and GaN materials, while pressuring midstream system integrators to evolve. From a geopolitical standpoint, the move reflects strategic efforts to mitigate supply chain risks amid global tensions. Competitors such as C2i and LS Electric are likely to respond with accelerated R&D initiatives to secure market share. Over the next 12–24 months, power management modules will emerge as the decisive differentiator in AI infrastructure, with solutions offering high efficiency, stability, and scalability dominating the competitive landscape.