HVDC 800V supply chain gains attention as cloud AI seeks better power efficiency, but entry barriers remain high

Digitimes
By Jingyue HsiaoJan 26, 2026, 8:01 am100 pts
The growing emphasis on power efficiency in cloud AI computing has drawn focus to the high-voltage direct current (HVDC) 800V supply chain, presenting notable opportunities and challenges within the semiconductor industry. According to sources from integrated device manufacturers (IDMs) and IC design houses,…

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