力积电报喜！跻身英伟达关键芯片代工伙伴

Core Viewpoint - Power semiconductor company Powerchip Semiconductor Manufacturing Corporation (力积电) has announced a partnership with Navitas Semiconductor (纳微半导体) to produce gallium nitride (GaN) products in Taiwan, positioning itself as a key player in the supply chain for NVIDIA's AI server technology [1][2]. Group 1: Partnership and Market Position - The collaboration with Navitas allows Powerchip to become a significant partner in NVIDIA's supply chain, particularly for high-voltage power management solutions [1][2]. - Navitas recently secured a major order from NVIDIA for GaN components, leading to a significant increase in its stock price by over 1.8 times [1][2]. - Powerchip aims to produce GaN products ranging from 100V to 650V to meet the growing demand from large AI data centers and electric vehicles [2]. Group 2: Technical Advancements - The production will utilize a 0.18-micron CMOS process, enhancing performance, efficiency, and cost-effectiveness [1]. - GaN technology offers three main advantages in AI servers: lower conduction resistance and higher switching speed, improved power performance, and the ability to design smaller, more compact power modules [3]. Group 3: Future Production Plans - The first batch of GaN products is expected to complete certification in Q4 of this year, with the 100V series planned for production in the first half of 2026 [2]. - The transition of 650V products from TSMC to Powerchip is anticipated over the next one to two years [2].