INDUSTRY ANALYSIS

Power control, driver and sensing ICs analysis

Explore companies, technologies and supply chains. English translations are published in batches, with the original sources and dates preserved.

English edition 2026-10-10 · Updated 2026-10-10

From SiC and GaN to AI Server Power Supplies: Mapping the Supply Chain and Taiwan’s Supplier Roles

SiC and GaN are changing the efficiency and size of power conversion, but a competitive server power supply also depends on magnetics, capacitors, packaging, thermal management, and control design.

Board DC/DC and core regulationGaN power devices800 V DC power distributionPower-semiconductor epitaxyPower-device wafer fabricationPower-device packaging and testPower-supply and power-electronics chainPSU assembly and insulation materialsPSU capacitorsPower control, driver and sensing ICsPSU magnetic componentsPower PCBs and copper-clad materialsInput filtering and power protectionComplete PSU testing and validationServer PSU modulesSiC power devicesSiC substrates for power devicesSilicon power devicesGlobalWafers (6488)Episil-Precision (3016)Episil Technologies (3707)Sinopower Semiconductor (6435)ASE Technology Holding (3711)APAQ Technology (6449)Taiwan Chinsan (8042)TAI-TECH (3357)BizLink (3665)Delta Electronics (2308)LITEON Technology (2301)AcBel Polytech (6282)