NVIDIA is spearheading a revolution in the power architecture of AI servers, embracing an 800V DC design to minimize power wastage. This shift has triggered a dramatic surge in demand for power components. Consequently, the lead times for certain products from global IDM (Integrated Device Manufacturers) have stretched to a staggering 30 weeks, heralding an impending wave of price hikes. In this scenario, Taiwanese power component manufacturers, notably Panjit and Taiwan Semiconductor, are reaping substantial benefits from the overflowing orders.
