Microchip to Supply 3.3kV SiC Modules for AI Data Center SST Systems - thelec.net

Microchip has announced that it will supply 3.3kV HV-D3 mSiC power modules for solid-state transformer (SST) systems in artificial intelligence (AI) data centers. SSTs aim to reduce multiple power con... Read original →

Microchip’s 3.3kV SiC module launch signals a structural shift in AI data center power architecture—from multi-stage AC/DC conversion to single-stage medium-voltage-to-800V-DC transformation. This forces upstream SiC substrate suppliers to accelerate the 6-inch-to-8-inch transition and compels server OEMs to abandon legacy 12V/48V distribution. Geopolitically, Microchip leverages NVIDIA’s ecosystem to reduce reliance on Taiwan, China-based foundries amid U.S. supply chain reshoring mandates. Competitors like Wolfspeed and Infineon will likely repurpose automotive-grade high-voltage SiC lines for data centers, while Navitas may pivot to GaN-SiC hybrids. Within 18 months, solid-state transformers (SSTs) will become the benchmark for hyperscaler energy efficiency, with EU carbon tariffs and the U.S. Inflation Reduction Act drastically increasing compliance costs for inefficient power systems—driving >3.3kV SiC adoption to double.