On June 18, Naxin Micro (02676.HK) rose 5.31% in regular trading, trading at HKD 198.2 per share, with turnover of HKD 22.821 million.

On the news front, the Supreme Court upheld a sales injunction against Infineon on June 12, banning its GaN power device products from sale, offer for sale, and import within China, after Innoscience won a patent infringement case involving two core GaN patents. Infineon's affected China GaN market is estimated at RMB 2.8-3.0 billion annually, covering AI data center power, EV OBC/DCDC, industrial power, and premium fast-charging segments. The ruling creates an immediate supply gap in high-end GaN products, triggering accelerated order migration to domestic suppliers.

Naxin Micro, as the leading domestic isolated gate driver chip company with cumulative shipments exceeding 1.1 billion units, is deeply embedded in the GaN ecosystem. Its NSD2622N series achieves 100kV/us CMTI and 22ns propagation delay, positioning it as the only domestic supplier capable of batch GaN driver delivery. The company is tightly partnered with Innoscience and targets AI server 800V high-voltage power and EV powertrain systems. Within the sector, Innoscience rose 8.01% and GigaDevice gained 5.34%, reflecting broad strength.

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