Infineon Slashes 8-inch Wafer Allocation for General Power Devices, Automotive IGBT & SiC Chips Lead Time Hits 35–50 Weeks in Q3 2026, LXBCHIP Locked Original Spot Stock for Bulk Shipment

Introduction

Infineon, the global leading supplier of power semiconductors, has officially adjusted its wafer resource allocation strategy for Q3 2026. A large share of mature 8-inch production capacity originally used for ordinary MOSFET and low-power IGBT has been transferred to AI server high-voltage power modules and vehicle-grade SiC power devices. Affected by this adjustment, mainstream automotive IGBT modules, SiC MOSFET and EV on-board charger dedicated power chips face severe quota compression. Authorized distributor new order lead times are extended to 35–50 weeks, and partial high-demand models cannot arrange delivery until Q1 2027. Meanwhile, Infineon rolled out a new round of price increase ranging from 8% to 22% for automotive power products to offset rising wafer and packaging costs.

Small and medium-sized new energy vehicle factories and charging pile manufacturers are greatly affected. The scattered spot goods circulating in the open market are mixed with refurbished disassembled chips, which bring great hidden dangers to the long-term stability of power equipment. LXBCHIP has signed long-term stocking agreements with overseas channels to reserve large quantities of brand-new original Infineon IGBT, SiC MOSFET and driver IC sealed tray inventory. All materials have traceable production date codes and complete factory certification. We support same-day sample delivery, batch split shipment and full BOM one-stop supporting procurement, helping customers bypass long factory order cycles and unexpected price hikes.

Conclusion

Infineon’s capacity tilt toward AI and high-end automotive power products will continue throughout the second half of 2026. Enterprises with mass production demand for power semiconductors are recommended to lock in spot inventory in advance to avoid production line shutdown caused by material shortage. Contact our sales team to query real-time inventory and obtain competitive bulk quotations.