EDGE

/ 135 posts
6-2-2: The Core Driver of 800V: The Physical Battleground of Silicon Carbide (SiC) and Gallium Nitride (GaN)
Semiconductor
EDGE / / 11 minutes read

6-2-2: The Core Driver of 800V: The Physical Battleground of Silicon Carbide (SiC) and Gallium Nitride (GaN)

The 800V trend sets the third-gen semiconductor battleground: Silicon exits; SiC dominates high-voltage power, GaN handles high-frequency conversion. Despite SiC defects/yield causing giant financial crises, AI data centers' rigid high-voltage power demand is SiC's certain long-term growth driver.
6-2-1 The Faucet of Electric Current: The Switching Philosophy of MOSFET and IGBT
Semiconductor
EDGE / / 9 minutes read

6-2-1 The Faucet of Electric Current: The Switching Philosophy of MOSFET and IGBT

Analyzing the switching philosophy of power MOSFETs and IGBTs in AI servers. MOSFETs provide high-frequency power like microscopic faucets; Super Junction's 3D structure tackles silicon heating, securing the sub-48V market. IGBTs' high voltage resistance protects data center front ends, aiding ma...
6-1-4 Active Lifeline: BBU (Backup Battery) Shifts from Logistics to the Frontline
Semiconductor
EDGE / / 8 minutes read

6-1-4 Active Lifeline: BBU (Backup Battery) Shifts from Logistics to the Frontline

AI chip power jumps rapidly; traditional power's physical delays prevent instant supply. BBU shifts from backup to a frontline 'peak-shaving & valley-filling' power buffer. High-rate cells & microsecond BMS allow BBUs to bridge power gaps, preventing chip crashes. This is now standard for AI serv...
6-1-3 Duel of the Two Giants in the Power Supply Industry (II): Lite-On Technology (2301)'s High-Efficiency Surprise Attack
Semiconductor
EDGE / / 8 minutes read

6-1-3 Duel of the Two Giants in the Power Supply Industry (II): Lite-On Technology (2301)'s High-Efficiency Surprise Attack

Lite-On (2301) counters Delta's integration via an "assassin strategy," focusing on extreme server power density. GaN tech drastically shrinks power supply volume, solving rack space/heat with titanium efficiency, crucial for cloud giants avoiding vendor lock-in. Its Ubiqconn acquisition expands ...
6-1-2 Showdown of Two Giants in the Power Industry (Part 1): Delta Electronics (2308)'s Comprehensive Empire
Semiconductor
EDGE / / 9 minutes read

6-1-2 Showdown of Two Giants in the Power Industry (Part 1): Delta Electronics (2308)'s Comprehensive Empire

Delta Electronics (2308) is now an AI data center integrator. Facing high-power thermal runaway, it offers integrated grid-to-chip liquid cooling via power/thermal co-design and an HVDC end-to-end blueprint. Its high vertical integration and single responsibility secured cloud giants, dictated sp...
6-1-1 Ending AC Loss: HVDC (High-Voltage Direct Current)'s Overt Strategy for Cost Savings
Semiconductor
EDGE / / 7 minutes read

6-1-1 Ending AC Loss: HVDC (High-Voltage Direct Current)'s Overt Strategy for Cost Savings

HVDC cuts data center AC/DC conversion losses. 380V centralized rectification boosts HVDC efficiency, despite current sharing & arc suppression. 100kW+ AI rack power strains 48V. Industry shifts to 800V power chains & SiC, reshaping global power/materials.