English edition 2026-10-17 · Updated 2026-10-17
Vera Rubin Supply Chain Update After OCP 2026
Vera Rubin is driving demand for high-voltage DC power distribution, liquid cooling, and advanced passive components, but specification upgrades, supplier qualification, and revenue growth follow different timelines.
Cooling supply chain800 V DC power distributionPower-supply and power-electronics chainPSU capacitorsAI ServersServer PSU modulesDelta Electronics (2308)LITEON (2301)Asia Vital Components (3017)Auras Technology (3324)Jentech Precision Industrial (3653)YAGEO (2327)Walsin Technology (2492)NVIDIA
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)
