China’s ban on German chip giant Infineon sparks rally in domestic GaN stocks

China’s ban on German chip giant Infineon sparks rally in domestic GaN stocks

China's Supreme Court upheld a ban on Infineon's GaN chip sales, awarding 10 million yuan damages to local rival Innoscience for patent infringement. The ruling accelerates China's shift toward domestic semiconductor dominance in third-generation chips, reshaping global component sourcing for enterprises.