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纳微半导体(NVTS.US)涨超16% 此前推出新半导体产品 为英伟达(NVDA.US)AI工厂供能
Zhi Tong Cai Jing· 2025-10-20 15:23
Core Viewpoint - Nanwei Semiconductor (NVTS.US) shares rose over 16% to $17.1 following the announcement of new power semiconductor products designed for NVIDIA's (NVDA.US) 800VDC AI factory power architecture [1] Group 1: Product Launch - The newly launched products include 100V GaN FETs, 650V GaN devices, and high-voltage SiC (silicon carbide) products [1] - These products aim to significantly enhance energy efficiency, power density, and operational performance, providing groundbreaking power solutions for AI data centers [1] Group 2: Technology and Application - The NVIDIA 800VDC architecture is a new power distribution system tailored for AI factories, capable of supporting large-scale, high-performance AI workloads [1] - This architecture directly powers IT cabinets to drive AI infrastructure, including the Rubin Ultra [1] Group 3: Product Advantages - The 100V GaN FET products demonstrate clear advantages in efficiency, power density, and thermal management [1] - The 650V GaN combination integrates GaNSafe power ICs that consolidate driving, control, sensing, and protection functions, facilitating NVIDIA's transition from traditional architectures to 800VDC [1]