Why Power Integrations (POWI) Is Up 6.6% After Launching 440 W TOPSwitchGaN Flyback ICs
View original at finance.yahoo.comWhy Power Integrations (POWI) Is Up 6.6% After Launching 440 W TOPSwitchGaN Flyback ICs In March 2026, Power Integrations introduced its TOPSwitchGaN flyback IC family using PowiGaN technology, extending flyback converter power capability to 440 W while improving efficiency and reducing system complexity and cost acros…
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Rising Asian competition and tariff uncertainty could pose risks to Power Integrations despite promising GaN wins
60% confidenceThis TOPSwitchGaN launch might eventually push the GaN and electrification thesis even further, or expose how much depends on the outcome of intensifying Asian competition and trade friction
60% confidenceThe most optimistic analysts were already assuming revenue could reach about US$658.6 million and earnings US$127.6 million by 2028
60% confidenceThe new TOPSwitchGaN flyback family strengthens the investment case by lifting flyback power to 440 W and simplifying designs, but does little to reduce near term exposure to tariffs and housing linked appliance softness
60% confidenceTogether with TOPSwitchGaN, the InnoSwitch3 AQ platform underscores how GaN based designs could shift the mix toward higher power, higher value applications in EV and industrial segments
60% confidenceTOPSwitchGaN devices are pin-to-pin compatible with existing TinySwitch-5 ICs, potentially allowing designers to scale designs from 10 W to 440 W using a common methodology
60% confidence