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Infineon Technologies AG announced that the Full Commission of the U.S. International Trade Commission (ITC) has affirmed a prior ruling that Innoscience infringed an Infineon gallium nitride (GaN) patent, resulting in import and sales bans against Innoscience products in the United States.
The ruling confirms the ITC’s December 2025 initial determination and represents a significant development in the increasingly competitive GaN power semiconductor market. The decision remains subject to a 60-day presidential review period before becoming fully effective.
Infineon emphasized that the ruling reinforces the strength of its GaN intellectual property portfolio and its commitment to protecting proprietary technologies. The company currently holds approximately 450 GaN patent families and continues to expand its position as a leading integrated device manufacturer (IDM) in wide-bandgap semiconductors.
The dispute extends beyond the U.S. market. In Germany, Infineon is also pursuing multiple patent and utility model infringement cases against Innoscience, including a previous favorable ruling from the Munich District Court in 2025. Additional hearings are scheduled for 2026.
Strategically, the case highlights the growing importance of intellectual property as GaN adoption accelerates across AI data centers, renewable energy, industrial automation, and electric vehicles. As competition intensifies—particularly among Asian and European suppliers—control over core device architectures and manufacturing processes is becoming increasingly critical.
The decision also comes as Infineon advances its 300 mm GaN manufacturing strategy, positioning itself for large-scale production and cost competitiveness. Combined with its established silicon and silicon carbide portfolios, Infineon continues pursuing a multi-material power semiconductor strategy aimed at supporting next-generation high-efficiency power systems.
From a broader industry perspective, the ruling may influence competitive dynamics in the global GaN market, potentially affecting supplier access, pricing strategies, and partnership decisions as customers increasingly prioritize technology ownership, manufacturing scale, and long-term supply security.
Original – Infineon Technologies
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Power Integrations reported first-quarter 2026 revenue of $108.3 million, representing sequential growth of 5% and a 3% increase year-over-year, reflecting improving demand conditions across key industrial and energy markets.
GAAP net income for the quarter was $3.3 million, or $0.06 per diluted share, while non-GAAP net income reached $13.9 million, or $0.25 per diluted share. Operating cash flow remained solid at $20.0 million.
The company highlighted particularly strong momentum in its industrial segment, where revenue increased 23% year-over-year. Growth was driven by applications including renewable energy, battery storage, home automation, and automotive systems.
Strategically, Power Integrations emphasized increasing opportunities tied to electrification and AI infrastructure. The company noted that rising power requirements from EVs and AI data centers are accelerating demand for higher-efficiency power conversion technologies such as its PowiGaN™ platform, while also indirectly driving investment in renewable energy, energy storage, and DC transmission infrastructure.
Management indicated that R&D and long-term strategy are increasingly focused on these high-growth sectors, positioning the company to capitalize on structural trends in power efficiency and grid modernization.
For the second quarter of 2026, Power Integrations expects revenue between $115 million and $120 million, with non-GAAP operating margins projected in the range of 13.5% to 15.5%, signaling expectations for continued operational improvement.
From a market perspective, the results reflect improving industrial semiconductor demand following prior cyclical weakness, while reinforcing the growing importance of high-voltage power semiconductors in AI infrastructure, renewable energy systems, and electrification applications.
Original – Power Integrations
