Analog & Mixed-Signal IC

• Is GaN the First to Replace Silicon in AI Data Centers? Among Six Domestic Power Semiconductor Companies, Who Is Closest to Server Power Supplies?

  Power delivery in AI data centers requires stepping down the voltage from the grid to the chip in four stages, with different power devices used at each stage. The high-voltage end is the battleground for SiC (Silicon Carbide), the intermediate bus is contested between GaN (Gallium Nitride) and silicon-based super-junction MOSFETs, and the board-level low-voltage end relies on silicon-based shielded gate MOSFETs and analog PMICs (Power Management ICs). The voltage ratings across these four stage

  August 31, 2026

  

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