台美功率元件你不可不知 👀 相關零組件交貨期超過「半年」❗️
$AEIS 、
$VRT 、
$VICR 、
$ON 、
$VSH 、 $AOSL、
$WOLF 、
$DIOD
👉 其中 MOSFET 元件的交期最遠甚至來到將近一年！（ 52 週 ）
當新一代的資料中心架構 - 「 800V HVDC 」出現
機櫃耗電量劇增，過往的電力架構就會開始遇到三個問題：
🔹 電力轉換損耗提高
🔹 線纜與配電設備成本上升
🔹 PSU、MOSFET、GaN、SiC 與測試設備需求同步放大
👉 也是導致功率元件的交貨期開始拉長、漲價的因素
下方就來看看 MOSFET 與 PSU 分別在 800V HVDC 的哪些環節中👇
▶ AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers
- The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is gathering pace, driving a surge in demand for power semiconductors.
- As a result, shipments at Taiwanese lead frame makers SDI Corporation and Jih Lin Technology are climbing, with both companies expected to deliver double-digit revenue growth in 2026.
- Lead frame suppliers note that demand for AI server power-management systems has risen sharply in recent months, with orders from global IDM customers such as Infineon and STMicroelectronics also expanding.
- Whereas automotive demand had previously been the key growth driver, 2026 is shaping up to be the inflection point at which servers take over that role, marking a structural shift in lead frame demand.
- Lead frame makers explain that the automotive-grade product expertise they have built up over years is proving to be a critical foundation for entering the AI server power-management market, since automotive and AI servers share similar requirements in terms of high-power handling, thermal dissipation, and reliability.
- SDI notes that, in the near term, the pickup in orders for AI power management is running ahead of expectations. In particular, its high-power lead frame products for HVDC applications have moved beyond the R&D stage into volume production, with more than 40 custom projects currently underway.
- SDI's AI-related revenue accounted for only around 1% of the total in 2025, but is set to rise quickly to 6% in the first quarter of 2026. The company also expects the revenue contribution from HVDC-related projects to ramp up in earnest from the second half of 2026.
- Jih Lin notes that, supported by a recovery in the automotive market and expanding AI server demand, utilization has risen to the 70–75% range. It also expects 2026 revenue to grow quarter over quarter, making its full-year target of NT$6 billion achievable.
- Jih Lin's AI-related revenue stood at roughly 5–7% of the total in 2025, and the market expects that share to surpass 10% by 2027.
- The company is expanding into the AI power-management market on the strength of its integrated stamping-and-etching capabilities, and continues to develop 40–50 new products each year.
- It is also applying the double-sided cooling and thermal-dissipation technologies previously used in automotive modules to its AI server products, and says it is receiving a positive response at the customer evaluation stage.
- Overall, Taiwanese lead frame makers emphasize that order visibility is improving significantly, underpinned by expanding AI demand and long-standing partnerships with IDM and OSAT customers.
- Players with high automotive exposure expect the expansion of ADAS and the vehicle electrification trend to likewise drive a recovery in automotive semiconductor demand.
- The industry views the inventory correction phase as effectively complete, and sees a strong likelihood that shipment momentum will build further as 2026 progresses into the second half.
bie🍒
