Sector Signals
JA/EN/ZH

Sector Signals

Research Notes

Sector analysis of market structure, technology shifts, and corporate strategy — grounded in verified facts.

Power SemiconductorsSustainabilityEV MarketData Center PowerAdvanced PackagingPractical GuideNewsFeaturedata center
Paid Reports →
フィルター解除
7 results — category: Feature — tag: data center Clear filter

Feature

Data centers: energy-system integration

AI data centers are adding onsite generation, BESS, and demand response as grid-only power becomes constrained.

Data Center Powerdata centerenergy storage

Feature

Liquid Cooling and Data-Center Power

As high-density AI racks shift toward liquid cooling, cooling choices reshape power supplies, SiC/GaN devices, Tj margins, and efficiency.

Data Center Powerliquid coolingdata center

Feature

800V DC Power Shift for AI Data Centers

800V DC power for AI data centers: NVIDIA's 1MW-rack roadmap, up to 5% efficiency gains, DC protection hurdles, and supplier timing.

Data Center Powerdata center800VDC

Feature

Data centers: transformer and grid bottlenecks

AI data-center bottlenecks are moving to power infrastructure. EPRI projects 9-17% of U.S. electricity by 2030 and up to 10 years to energization.

Data Center Powerdata centergrid

Feature

AI Data Centers: High-Density Power Design for 100kW Racks

Power consumption for a single rack of servers running GPT-4 has surged from an average of 10-15kW in 2020 to over 100kW for racks equipped with the latest AI accelerators, with NVIDIA H100-dense racks approaching 70kW individually, and further increases anticipated with the next-generation Blackwell architecture.

Data Center PowerAI serverdata center

Feature

Are IGBTs Still Relevant in the Age of SiC and GaN Silicon?

The long-heralded transition of power in the power conversion market is underway, with the SiC power device global market projected for rapid expansion towards the 2030s, and GaN adoption broadening from home appliances to data center power supplies. This raises the question about Silicon IGBTs...

Power SemiconductorsIGBTSiC

Feature

Power Semi Majors: Investment Strategies for SiC, GaN, IGBT

As multiple demand waves surge simultaneously—including the shift in EV inverter dominance, pressure for higher efficiency in industrial equipment, and soaring power density in data centers—major semiconductor manufacturers face critical choices regarding where to invest, defend, and divest among SiC, GaN, and IGBT technologies.

Power SemiconductorsGaNIGBT