Infineon adds two new high-efficiency server power solutions for AI data-center PSUs - Semiconductor Today

Infineon has introduced two new high-efficiency server power solutions tailored for AI data centers, addressing the escalating power demands driven by artificial intelligence workloads. As GPU power l... Read original →

Infineon’s new CoolGaN- and CoolSiC-based server power solutions signal a pivotal shift in AI data-center infrastructure—from mere functionality to extreme efficiency. Technically, these 18kW and 30kW designs will redirect upstream GaN epitaxy and SiC substrate capacity toward dual automotive/server demand while forcing PSU makers to abandon legacy silicon PFC topologies. Regulatory pressures from the EU’s ERP and U.S. DOE efficiency mandates make >97% efficiency non-negotiable for global deployments, though GaN components remain vulnerable to export controls. Competitors like onsemi and STMicroelectronics will accelerate SiC module integration, while TSMC (Taiwan, China) may leverage its 3nm GaN-on-Si process to capture high-end gate-driver IC foundry share. Over the next 12–24 months, AI server PSUs will bifurcate: hyperscalers adopt ANPC+GaN for >99% efficiency, while mid-tier players rely on SiC—a split that elevates control algorithms and driver ICs as the new profit epicenters in power electronics.