The Frontier Leaders · Innoscience

Innoscience

Suzhou, Jiangsu, China · innoscience.com

Innoscience makes and sells GaN power devices in its own fabs, used in AI data-center power systems, chargers, automotive onboard charging and other power conversion.

AI Core · watchlist · score 82

Positioning

Innoscience is an integrated device manufacturer that went to 8-inch GaN-on-silicon from the start rather than the 4-inch or 6-inch its competitors used, which yields roughly 80 percent more devices per wafer and is the basis of its cost position. It states it was the first IDM to reach large-scale 8-inch GaN-on-Si mass production, runs 157 products spanning 15 V to 1200 V with over 800 patents granted or pending, and grows its own epitaxy on Aixtron G5+C MOCVD reactors. Suzhou is stated at 15,000 8-inch GaN wafers per month at 97 percent yield, with a disclosed plan to take combined capacity from 20,000 to over 70,000 wafers per month by 2027. FY2025 was the inflection: revenue reached RMB 1.213 billion, up 46.4 percent, consolidated gross margin swung from minus 19.5 percent to plus 7.3 percent, adjusted EBITDA turned positive at RMB 52 million from minus RMB 148 million, and the loss for the year narrowed 19.6 percent to RMB 841 million. The AI exposure is concrete rather than aspirational: an NVIDIA 800 VDC data center architecture collaboration announced August 2025, a completed design-in and compliance supply agreement with Google for AI hardware platforms announced 2026-02-03, and an onsemi partnership on 40 to 200 V GaN with samples planned for the first half of 2026. Commercial scores 3 rather than 4 because the AI data center share of the RMB 1.213 billion is not broken out and the group band drops a notch.

Latest signals

  • Infineon Technologies won a GaN patent infringement ruling against Innoscience in Germany.Power Electronics News
  • US ITC’s final determination found that Innoscience infringed an Infineon GaN patent, resulting in import and sales bans.semiconductor-today.com
  • Munich District Court bars Innoscience from importing and selling GaN products that infringe Infineon patents in Germanysemiconductor-today.com
  • Infineon removed court-enjoined GaN products from its electronica China 2026 booth after an IP mediation intervention.semiconductor-today.com
  • A Chinese court ordered Infineon to stop selling and importing infringing GaN products and awarded Innoscience RMB10 million.semiconductor-today.com

70 signals name Innoscience. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • Luo WeiweiOwnership change · semiconductor-today.com
  • US ITC final determination found Innoscience infringed an Infineon GaN patent, resulting in import and sales bansSetback · semiconductor-today.com
  • US ITC upheld the finding that Innoscience infringed an Infineon GaN patentSetback · Power Electronics News
  • US ITC preliminary determination that Innoscience violated an Infineon patentSetback · semiconductor-today.com

38 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment8
Production8
Commercials10
Progress10
Technology8
Positioning8
Firepower6
Leverage10

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Questions this page answers

What does Innoscience do?

Innoscience makes and sells GaN power devices in its own fabs, used in AI data-center power systems, chargers, automotive onboard charging and other power conversion. Innoscience is an integrated device manufacturer that went to 8-inch GaN-on-silicon from the start rather than the 4-inch or 6-inch its competitors used, which yields roughly 80 percent more devices per wafer and is the basis of its cost position. It states it was the first IDM to reach large-scale 8-inch GaN-on-Si mass production, runs 157 products spanning 15 V to 1200 V with over 800 patents gr

Where does Innoscience rank in ai core?

Innoscience is on the AI Core watchlist list of Frontier Tech Intelligence with a score of 82 out of 100, below the Top 100.

Where is Innoscience based and when was it founded?

Innoscience is based in Suzhou, Jiangsu, China.

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