AI服务器电源系统代工方案
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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
Zheng Quan Ri Bao Zhi Sheng· 2025-11-12 14:12
(编辑 任世碧) 证券日报网讯 芯联集成11月12日在互动平台回答投资者提问时表示,在AI服务器电源应用方面,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。目前,公司可以提供从 一级电源、二级电源,到三级电源的一站式芯片系统代工解决方案,涵盖功率器件、驱动IC、磁器件、 MCU、电流传感器等,并全力开拓800V高压直流(HVDC)市场,以进一步提升数据中心端到端供电 系统效率。在机器人应用方面,公司自主研发的机器人灵巧手小型化驱动模块,已获得国内头部企业定 点,可为追求轻量化、小型化客户提供一站式芯片系统代工解决方案。 ...
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]