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Guojin Securities: Overseas Manufacturers Pioneering HVDC Revolution, Speeding Up 800V Industrialization
2 week ago /
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Author：小编
The escalating demand for AI computing power is catalyzing a transformative shift in data center power supply efficiency, ushering in the advent of the third-generation High-Voltage Direct Current (HVDC) architecture. Guojin Securities advises keeping a close eye on the AC/DC power supply segment, poised to benefit from an uptick in unit value, and also on power supply manufacturers that, leveraging their advanced technology platforms and robust customer resources, are poised to venture into HVDC and DC/DC sectors in the near future.
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