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Deep & Emerging Tech·October 27, 2026·1 min read

Infineon to invest €1.1bn in Austrian plant for gallium nitride chips

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€1.1B into 300mm GaN power chips is a bet that efficient power conversion is a hard bottleneck for EVs, renewables, and AI datacenters. Hardware and infra teams should be planning around a world where GaN-based power stages are standard, enabling denser, more efficient systems.

Deep & Emerging Tech

China's Star 50 index of AI and chip leaders is down by 40% in under four months, losing ~$480B in market value; chipmaker CXMT is down ~25% in the past month

A 40% drawdown and ~$480B vaporized in China’s AI/chip names is a reminder that public markets will reprice hype long before fundamentals catch up. For operators, this means Chinese vendors may become more aggressive on pricing and partnerships, while global investors get more selective about which AI infra stories they underwrite.