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Huatai Securities: AI Server Test Power Supplies May Embrace Opportunities for Import Substitution
18 hour ago /
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Author：小编
Huatai Securities stated that the construction of AIDC is driving the accelerated upgrade of power supply architectures, presenting development opportunities for the test power supply market. As data center power supply architectures evolve from UPS to HVDC and SST, the testing targets are also expanding from single PSU to Power Shelf, BBU, and entire rack systems. Meanwhile, the increase in power cabinet ratings will drive both volume and price growth for test power supplies. Huatai Securities is optimistic about domestic manufacturers leveraging their accumulated high-power technology and import substitution opportunities to achieve rapid growth amid industry expansion and technological upgrades.
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