EPC supports AI infrastructure built on NVIDIA MGX with high-efficiency 800 V to 12.5 V power conversion - Electronics360

EPC announces breakthrough in power conversion technology supporting AI infrastructure built on NVIDIA MGX platform, achieving efficient 800V to 12.5V power conversion that significantly enhances data... Read original →

EPC’s breakthrough in 800V-to-12.5V power conversion isn’t just an efficiency upgrade—it forces a generational shift in data center power architecture. Upstream, GaN device demand will surge, pressuring TSMC and Infineon to accelerate high-voltage GaN capacity. Downstream, OEMs like Dell and Inspur may overhaul VRM design standards. With EU Ecodesign and U.S. DOE regulations tightening PUE limits, inefficient solutions face steep compliance costs—EPC’s tech secures early access to the green data center market. Competitors like onsemi and TI will likely counter via GaN startup acquisitions or deeper integration with AMD’s MI300X platform. Within 18 months, AI server power modules will evolve from passive components to performance-defining units, reshaping the semiconductor power device landscape around high-voltage, high-frequency, and high-integration paradigms.