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芯联集成:公司布局了AI服务器电源的系统代工方案,产品可覆盖50%以上AI服务器电源价值
Core Viewpoint - The company is actively expanding its presence in the AI server power supply market and has developed a comprehensive chip system OEM solution that covers over 50% of the AI server power supply value [1] Group 1: AI Server Power Supply - The company has laid out a system OEM solution for AI server power supplies, which includes first-level, second-level, and third-level power supplies [1] - The product offerings encompass power devices, driver ICs, magnetic components, MCUs, and current sensors [1] - The company is focusing on the 800V high-voltage direct current (HVDC) market to enhance the efficiency of end-to-end power supply systems for data centers [1] Group 2: Robotics Applications - The company has developed a miniaturized drive module for robotic dexterous hands, which has been adopted by leading domestic enterprises [1] - This solution aims to provide a one-stop chip system OEM solution for clients seeking lightweight and compact designs [1]
芯联集成(688469.SH):布局了AI服务器电源的系统代工方案,产品可覆盖50%以上AI服务器电源价值
Ge Long Hui· 2025-11-12 08:32
Core Viewpoint - Company is focusing on AI server power applications and has developed a comprehensive system OEM solution that covers over 50% of the AI server power value [1] Group 1: AI Server Power Applications - Company has laid out a system OEM solution for AI server power, which includes a one-stop chip system solution from primary power, secondary power, to tertiary power [1] - The solution encompasses power devices, driver ICs, magnetic components, MCUs, and current sensors [1] - Company is actively expanding into the 800V high-voltage direct current (HVDC) market to enhance the efficiency of end-to-end power supply systems for data centers [1] Group 2: Robotics Applications - Company has independently developed a miniaturized drive module for robotic dexterous hands, which has been designated by leading domestic enterprises [1] - This solution aims to provide a one-stop chip system OEM solution for clients seeking lightweight and compact designs [1]