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Navitas unveils plans for 8–10kW power platform supporting 2025 AI power requirements
What happened
Navitas Semiconductor announced a technology roadmap targeting 8-10kW power platforms to meet a projected 3x increase in AI data center power demands over the next 12-18 months. This development responds to the escalating power requirements of next-generation AI hardware. 关注: This roadmap signals potential future demand shifts towards GaN and SiC power components, but its immediate trading impact is speculative and dependent on future design wins and production scaling.
Impact and signal
Low impactImpact score: 25/100
Affected components and suppliers
GaN Power ICsSiC Power Devices
Navitas Semiconductor
technology-roadmapAI-powerdata-center
Source and time
Source: Semiconductor Today · 3/11/2024 · View original source
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