Core Viewpoint - Chip system foundry company Chip Union Integrated has announced a comprehensive strategic cooperation with Henan Yuxin Electronic Technology Group, focusing on collaboration in various areas including industry, capital, and talent to enhance AI server power management chip business synergy [1] Group 1 - The partnership aims to extend applications in smart electrical equipment, data centers, and new energy vehicles [1] - The collaboration will promote the industrialization of silicon carbide power device modules [1]

Core Insights - A comprehensive strategic cooperation has been established between ChipLink Integrated and Henan Yuxin Electronic Technology Group, focusing on AI server power management chips and extending applications in smart electrical equipment, data centers, and new energy vehicles [1][2] - The collaboration aims to leverage each company's strengths in chip design, manufacturing, and computing infrastructure to enhance the supply chain for AI semiconductors and promote the development of key power chips for AI servers [2] Group 1 - ChipLink Integrated has developed a one-stop chip system foundry solution, with products accounting for over 50% of the BOM cost for server power supplies [1] - Yuxin Electronic Technology has cultivated competitive enterprises in semiconductor materials and wafer manufacturing, such as Maxke Electronics [1] - The partnership will explore industrial cooperation and resource sharing to strengthen the AI semiconductor supply chain [2] Group 2 - The two companies plan to establish a joint laboratory focusing on the research and development of AI server power management chips, facilitating the industrialization of power module products [2] - They will also collaborate on a semiconductor industry investment fund, targeting the semiconductor supply chain and downstream fields like artificial intelligence and advanced computing [2] - The investment fund aims to integrate industry insights with capital empowerment, creating a sustainable ecosystem for the semiconductor industry [2]

Core Insights - ChipLink Integrated Circuit Manufacturing Co., Ltd. has entered into a comprehensive strategic cooperation with Yuxin Electronic Technology Group Co., Ltd. to enhance collaboration in AI server power management chips and promote the industrialization of silicon carbide power device modules [2][3]. Group 1: Strategic Cooperation - The partnership aims to deepen collaboration in various areas including industry, capital, and talent, focusing on AI server power management chips and extending applications in smart electrical equipment, data centers, and new energy vehicles [2][3]. - This collaboration is seen as a key move to strengthen the AI ecosystem competitiveness and support the rise of the semiconductor industry in Central China, contributing to a self-controllable industrial chain [2]. Group 2: Technological Capabilities - ChipLink Integrated has a strong foundation in AI server power chip technology, providing a one-stop chip system foundry solution that covers primary, secondary, and tertiary power supplies, with related products accounting for over 50% of server power BOM costs [3]. - Yuxin Electronic Technology leads the Super Fusion server project, which has a competitive edge in AI server hardware design and system integration, serving over 10,000 clients across more than 100 countries and regions [3]. Group 3: Capital Cooperation - The two companies will collaborate on a semiconductor industry investment fund, focusing on the semiconductor supply chain and downstream fields such as artificial intelligence and advanced computing [4]. - This fund aims to address core needs in the semiconductor industry chain and leverage Yuxin's advantages in local policy coordination and semiconductor material and manufacturing spatial layout, acting as an incubator and accelerator for the semiconductor ecosystem [4].