Infineon Serves Up GaN 40 V Switches Aimed at Portable Power Designs - All About Circuits

Infineon has launched new 40V gallium nitride power switch chips designed specifically for portable power applications. This innovation represents Infineon's continued advancement in power semiconduct... Read original →

Infineon’s 40V GaN power switch isn’t just another chip—it’s a strategic recalibration of the portable power stack. Upstream foundries must now refine GaN-on-Si yield rates, while downstream fast-charger and IoT designers will rapidly phase out silicon. Tightening U.S. export controls on wide-bandgap semiconductors could compel Infineon to dual-source production in Malaysia and Austria, inflating capex. Competitors like Navitas and Nexperia will likely counter with higher integration or aggressive pricing, especially in the sub-100W fast-charging segment. Within 18 months, GaN will shift from performance-driven premiums to cost-driven commoditization; the first mover to achieve 8-inch GaN wafer scale will dictate ecosystem standards—Infineon is positioning precisely for that inflection point.