Two suppliers building Nvidia's 800V AI-rack power chips now block each other from key markets.
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The court upheld a May 27th judgment from the Suzhou Intermediate People's Court that found Infineon infringed two Innoscience invention patents, ordering it to stop selling, offering, and importing the products and to pay 10 million yuan (roughly $1.48 million) in damages.
In May, the full U.S. International Trade Commission affirmed an earlier determination that Innoscience infringed an Infineon patent and ordered import and sales bans, pending a 60-day presidential review period. Innoscience disputes this the impact of this, stating that the same ITC determination cleared its redesigned current products and that its U.S. shipments continue uninterrupted. A German case at the Munich District Court I added a third front, where judges found infringement by Innoscience in 2025, with further patent and utility-model trials scheduled for this month.
"This decision once again highlights the robustness of Infineon's intellectual property," said Johannes Schoiswohl, senior vice president and head of Infineon's GaN Systems business line, in a May statement on the ITC ruling.
GaN is the underlying material that’s powering Nvidia’s shift away from 54V rack distribution toward an 800 VDC architecture for racks pushing past 200kW toward a megawatt. Raising rack voltage to 800V cuts current and copper across the conversion chain, and GaN's faster switching shrinks the power stages between the rack and the GPU core. Both Infineon and Innoscience appear on Nvidia's silicon-provider roster for that transition, alongside Texas Instruments, Navitas, and onsemi.
Nvidia market share in China falls to less than 60%
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- https://www.tomshardware.com/tech-industry/chinas-top-court-bars-infineon-from-selling-gan-power-chips-in-china#main
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