CICC: Core third-generation compound semiconductor devices are expected to continue to benefit from upgrades in data center power-related systems.

According to Mars Finance, CICC points out that with AI computing power moving towards high density, continuous full load, and strong transient impact, high-voltage architecture is the definite direction for the development of data center power supply systems. Driven by advancements in hardware technology, 2026 will be the first year of implementation for high-voltage architecture in data centers. CICC believes that core third-generation compound semiconductor devices such as SiC/GaN are expected to continue to benefit from the upgrade of data center power-related systems. SiC is expected to dominate applications on the server room side (gray area), while GaN is expected to penetrate the rack area (white area) on a large scale, forming a market pattern of "SiC to the left, GaN to the right" from the gray and white area boundary, both benefiting from the iteration of data center power supply solutions. (Cailian Press)