[News] NVIDIA Picks Innoscience as Sole Chinese Supplier for 800 VDC Power—Unpacking the GaN Giant

When NVIDIA released its supplier list last week for the 800 VDC power architecture powering AI data centers, GaN power chipmaker Innoscience stood out as the only Chinese supplier, capturing widespread public attention, as per the Economic Daily News and The Business Times.

Innoscience confirmed in an August 1 press release that its third-generation GaN devices provide NVIDIA’s 800 VDC architecture with a full-link GaN power supply solution, from 800 V input to GPU terminals, covering 15 V to 1200 V.

According to Bloomberg, the partnership has been in the works for some time, with Innoscience gaining entry largely thanks to its high-power GaN technology. However, the deal is still in the testing phase and has not yet resulted in formal orders, the report suggests. Interestingly, eeNews highlights that adding Innoscience sparks controversy due to a legal dispute with Infineon Technologies, a key NVIDIA partner in AI data center power delivery.

Innoscience has claimed its spot as the only Chinese supplier on NVIDIA’s latest supplier list—but what makes it stand out, and what’s the story behind this company’s intriguing rise? Here’s a quick look inside.

Innoscience’s Bold Bet on 8-Inch GaN

As the Economic Daily news suggests, citing Chinese media reports, Innoscience is the world’s first company to achieve large-scale production of 8-inch (200mm) GaN wafers. Compared to traditional 6-inch wafers, 8-inch wafers boost chip output by 80% and cut unit cost by 30%, significantly improving both production efficiency and cost competitiveness, the report adds.

According to the report, Innoscience also introduced cutting-edge tools like ASML lithography systems in 2021, further enhancing yield rates and ensuring a stable, reliable supply chain.

The spotlight on Innoscience grows as TSMC plans to exit the GaN wafer foundry business by 2027. In an interview with chinastarmarket.cn, Innoscience Chairman Luo Weiwei suggests that GaN wafer production might not fit the traditional foundry model. Interestingly enough, as previously reported by Commercial Times, TSMC’s decision to exit the GaN wafer foundry business stems from mounting price pressure from Chinese rivals.

Founded by former NASA Chief Scientist Dr. Luo Weiwei, Innoscience has a standout backstory. According to Economic Daily News, she returned to China in 2017 to launch the company, which has since raised over RMB 6 billion under her leadership—with even CATL Chairman Robin Zeng investing personally.

As Semiconductor Today notes, Innoscience went public on December 30, 2024, listing on the Hong Kong Stock Exchange and raising HK$1.4 billion (US$180 million) through its IPO. Innoscience plans to use 60% of its IPO proceeds to ramp up 8-inch GaN wafer production—from 12,500 wafers per month in 2024 to 70,000 wpm by 2029, the report indicates.

According to TrendForce, Innoscience leads the global GaN power device market in 2024 with a 29.9% share, ahead of Navitas (16.5%), EPC (12.4%), Infineon (10.3%), and Power Integrations (9.8%).

Behind Innoscience: China’s Hidden Supply Chain Winners

As per ijiwei, while Innoscience is NVIDIA’s sole GaN chip supplier in China for its 800V high-voltage architecture, much of its supply chain remains hidden—especially in critical areas like wafer fabrication, epitaxy, packaging, testing, and equipment support, where several A-share and Hong Kong-listed firms quietly play a role.

The 800V HVDC GaN applications require high power density, compact size, and efficiency, making packaging and testing crucial, the report notes. As an IDM, Innoscience does not have its own back-end packaging facilities, so the report points to JCET, China’s leading OSAT provider, as a likely partner for its chip packaging needs.

On the other hand, the report notes that Innoscience still sources some materials externally, which makes San’an Optoelectronics, the world’s largest GaN substrate supplier, poised to benefit. The company provides high-purity sapphire substrates for Innoscience’s 8-inch production line, accounting for over 40% of its total material purchases, the report adds.

Meanwhile, ijiwei highlights China’s chip tool leader Naura Technology as a key beneficiary. Its MOCVD equipment, especially the Satur N800 series, could be vital for large-scale 8-inch GaN wafer production, fueling China’s drive for domestic semiconductor equipment, the report suggests.

Read more

• [News] Is the GaN Foundry Model Facing Trouble? China’s Innoscience Weighs In as TSMC Plans 2027 Exit
• [News] Infineon Accelerates GaN Push While TSMC Exits, with 300mm Wafer Samples Expected 4Q25

(Photo credit: Innoscience)