Enphase Energy and Infineon Announce World’s First 900 V GaN Bidirectional Switch Devices for AI Data Center Solid-State Transformers

What happened: Enphase Energy and Infineon announced that Enphase will deploy the world's first 900 V GaN monolithic bidirectional switch devices in its solid-state transformer power modules. Key numbers: 900 V devices; prior 650 V GaN BDS in volume production; 800 V unipolar DC generation; future 1,500 VDC bus architectures; 480 V and 400 V Why it matters: The devices are being integrated into IQ SST development builds for AI data centers, with production qualification expected to follow. Enphase says fewer components in the power path mean higher efficiency and fewer points of failure. Market: +0.8% today ($31.60), -6.4% YTD, 0.7x vol — as of 22:46 UTC Verified: Q3_2026 (Oct 27) revenue $305.0M vs $305.0M est; next print ~Jan 26 Coverage: 3 outlets in 24h

Enphase Energy and Infineon announced that Enphase will deploy the world's first 900 V GaN monolithic bidirectional switch devices in its solid-state transformer power modules.

The devices are being integrated into IQ SST development builds for AI data centers, with production qualification expected to follow. Enphase says fewer components in the power path mean higher efficiency and fewer points of failure. Market: +0.8% today ($31.60), -6.4% YTD, 0.7x vol — as of 22:46 UTC Verified: Q3_2026 (Oct 27) revenue $305.0M vs $305.0M est; next print ~Jan 26