Southchip Semiconductor Technology(Shanghai) (SH:688484) Ge Long Hui·2026-02-03 13:45Core Viewpoint - The company has officially launched multi-phase controllers for AI PCs and edge servers in the third quarter of this year, emphasizing its focus on business opportunities in the AI server power supply sector [1] Group 1: Product Development - The company is actively laying out the AI computing power supply ecosystem, focusing on high current areas including multi-phase controllers, DrMOS, high current DCDC, and high current PMIC [1] - The company has accelerated the research and development of power supply and driver chips in the medium and high voltage power supply sector, having officially launched a 700V high-voltage GaN half-bridge power chip and a high-power LLC SR controller [1] Group 2: Market Confidence - The company expresses confidence in the development of its business related to AI computing power supply [1]