Everyone is talking about AI GPUs.
Far fewer are asking what happens to the power infrastructure behind them.
Nvidia's push toward 800VDC could revive an industry that many investors—and even TSMC—had already moved on from. As AI data centers demand higher power efficiency, silicon carbide and power semiconductors may be heading from oversupply to shortage far sooner than expected.
In this week's newsletter, we explore why Wolfspeed, Rohm, and Taiwan's Episil are suddenly back in the spotlight, how 800VDC could reshape the supply chain, and why the next AI bottleneck may have nothing to do with GPUs.
Read more:
cwnewsroom.substack.com
Far fewer are asking what happens to the power infrastructure behind them.
Nvidia's push toward 800VDC could revive an industry that many investors—and even TSMC—had already moved on from. As AI data centers demand higher power efficiency, silicon carbide and power semiconductors may be heading from oversupply to shortage far sooner than expected.
In this week's newsletter, we explore why Wolfspeed, Rohm, and Taiwan's Episil are suddenly back in the spotlight, how 800VDC could reshape the supply chain, and why the next AI bottleneck may have nothing to do with GPUs.
Read more:
Why Nvidia's Push for 800VDC Could Revive an Industry TSMC Walked Away From
Liang-rong Chen
cwnewsroom.substack.com