Infineon Unveils 24 kW SiC Backup Unit for AI Data Centers - Bisinfotech

Infineon Technologies has unveiled a 24 kW battery backup unit (BBU) DC-DC reference design tailored for high-voltage (HV) DC bus architectures in AI data centers. This is the first solution to operat... Read original →

Infineon’s 24 kW SiC-based BBU isn’t just a product—it’s a strategic wedge into the AI data center power architecture shift toward 800 V DC. By achieving >99% efficiency with 650 V/1200 V CoolSiC MOSFETs in a non-isolated, multiphase topology, it renders legacy isolated converters obsolete and forces redesigns across magnetics, gate drivers, and battery management systems—boosting demand for integrated magnetic components and advanced SiC packaging. Geopolitically, reliance on EUV-enabled SiC wafers exposes supply chain fragility: 8-inch SiC capacity remains concentrated in the U.S., Japan, and Europe, while foundries in Taiwan, China and mainland China still lag in substrate quality and yield. Competitors like Wolfspeed or onsemi may pivot from discrete SiC sales to full power subsystems to counter Infineon-NVIDIA co-optimization. Within 18 months, 800 V DC will become standard in AI clusters, driving SiC adoption in data centers from under 15% to over 40%—marginalizing power vendors without vertical integration.