7 segments · 80 companies · as of Sep 18, 2026
Rack & Board Power
Power shelves, backup energy and conversion chips feeding AI processors
Where it sits
Fed by: Compute Silicon · Memory & Storage · Networking & InterconnectFeeds: Cloud & AI Capital
AI racks convert incoming power through server supplies, bus converters and voltage regulators before it reaches the processor. Battery and capacitor modules bridge outages and rapid load changes. This theme covers hardware in compute racks or dedicated rack power sidecars, excluding facility electrical plant.
Why now
33 kW shelves and 5.5 kW PSUs serve current racks while 110 kW shelves and 800 VDC designs prepare for denser systems. Faster load changes increase BBU and capacitor demand. Vertical power delivery, GaN sourcing changes and SiC qualification reshape the supplier mix in 2026.
PSUs & power shelves
Server PSUs and centralized shelves convert input power into the rack DC bus. Efficiency under changing GPU loads, redundancy, power density and compatibility with OCP or MGX rack standards determine adoption.
110 kW shelf building blocks integrate server PSUs and BBUs; reported share is about 60% of AI-server PSUs
leader110 kW shelves target Vera Rubin NVL72; Nvidia 800 VDC partner integrates power shelves and BBUs
majorPower shelves co-engineered for GB200/GB300 and Rubin platforms; confirmed Nvidia 800 VDC partner
majorArtesyn ORv3 HPR 33 kW shelves parallel to feed 100 kW+ AI racks using 5.5 kW-class PSUs
major33 kW shelves use six hot-swappable 5.5 kW PSUs, 50 V output and Redfish power management
majorOCP ORv2, ORv3 and ORv3-HPR power shelves pair with Titanium- and Ruby-rated server PSUs
majorCRPS server supplies cover conventional servers through AI compute clusters in the domestic market
majorNvidia 800 VDC partner develops rack power conversion and 800 V-to-12 V GPU supply architectures
challengerOCP ORv3 3-5 kW PSU module roadmap converts high-line AC into the 48 V rack power bus
challengerCRPS supplies and 33/66 kW shelves support AI GPU dynamic loads; ATS modules span 3-5.5 kW
challengerPowerDirect 3000 33 kW, 50 V shelves package six 5.5 kW rectifiers inside 19-inch GB200/GB300 racks
challengerCRPS supplies and rack power shelves convert incoming power into the server DC distribution bus
challengerVia Salcomp, CRPS server supplies span 800-4,000 W for redundant rackmounted compute systems
challengerBel Power Solutions ORv3 50 V power shelves integrate redundant server PSU modules
nicheYPSA3302TH 33 kW shelf uses six 5.5 kW supplies for 21-inch OCP racks and Ruby-class efficiency
nicheCPR-5521-2M1 5.5 kW server PSU achieves 80 PLUS Ruby certification for high-density compute
niche54 V Titanium-grade power shelves and redundant PSUs supply high-density GPU server racks
nicheVia Lead Wealth, a confirmed Nvidia 800 VDC power-component partner developing AI rack power solutions
emerging
Sources: news.tvbs.com.tw, vertiv.com, en.luxshare-tech.com, phihong.com, salcomp.com, flex.com
Battery & capacitor shelves
Rack BBU and capacitor shelves provide local reserve energy and absorb rapid AI load changes. Buyers evaluate response time, safety, serviceability and compatibility with 48 V or emerging high-voltage rack buses.
Trend Power data-center BBU modules; separately listed specialist rather than an unlisted Simplo product line
leaderData-center backup battery modules plus group exposure through separately listed AES-KY
major3 kW and 5.5 kW server BBU packs are current products; higher-power 8/12 kW versions remain on the roadmap
major80 kW BBU building blocks pair with its rack power shelves; six units provide 480 kW of backup output
majorBattery backup units integrate with its liquid-cooled 800 VDC power rack and server power shelves
majorHigh-output BBU and capacitor buffer systems; HVDC-compatible BBU mass production planned in FY2026
major16 kW, 48 V CESS local energy storage trays use Musashi hybrid supercapacitors to smooth GPU transients
majorRack-side BBU portfolio shown at OCP China 2026 targets 800 V HVDC backup and AI load smoothing
challengerORv3 capacitor shelves and 400 V SuperBattery BBU modules provide local peak support and backup
challengerData-center BBU packs supply rack backup; 15/25 kW successors are planned for 2027, not counted as current volume
challengerRack BBU modules and 3-11 kW AI backup products support Pegatron collaboration; US production ramp remains planned
challengerNetSure integrated 12 V rack system includes a 3U battery backup unit delivering 3 kW at the rack bus
nicheNew cylindrical-cell BBU solution connects directly to servers; unveiled at InterBattery 2026
emergingHigh-output cylindrical-cell BBU solution unveiled for AI server backup at InterBattery 2026
emergingCo-develops 800 V rack backup architecture with XING Mobility, combining power conversion and battery modules
emergingImmersion-cooled 800 V BBU and power-rack design with AcBel; announced at Supercomputing 2025
emerging12 kW server BBU packs progress through customer testing; volume contribution remains a 2027 management target
emergingCustom server BBU battery modules are offered for AI backup; rack-platform qualifications remain undisclosed
emerging
Sources: taipeitimes.com, cbea.com, stl-tech.com, digitimes.com, vertiv.com, ieknet.iek.org.tw
High-power cells & supercapacitors
High-discharge cells and supercapacitors sit inside rack energy buffers. Short burst power, cycle life and thermal safety matter more than the long storage duration required of facility batteries.
High-output lithium-ion cells and integrated BBU designs target server backup and AI peak-power demand
leaderHigh-power cylindrical cells underpin its 2026 server-connected BBU battery solution
majorVia Molicel/E-One Moli, high-discharge cylindrical lithium-ion cells feed AI server battery-backup modules
majorMusashi Energy Solutions hybrid supercapacitors supply Flex's 48 V CESS rack energy-storage trays
majorSupercapacitors and SuperBattery cells feed ORv3 peak-shaving shelves and high-voltage BBU modules
majorHigh-output cylindrical battery cells extend into BBU products for AI data-center servers
challengerHigh-rate battery cells and modules support its rack-side 800 V HVDC BBU portfolio
challengerUS18650VTC4 30 A lithium-ion cells are specifically recommended for BBU/UPS use
nicheSupercapacitor cells support AI load-peak buffering and local energy storage in rack power designs
nicheVia Kyocera AVX, SCC/SCM and PrizmaCap supercapacitors support enterprise-server power-loss protection
nicheLITHOSION lithium-ion capacitors provide server backup and peak assistance in compact board-mounted packages
niche196 HVC ENYCAP hybrid capacitors protect enterprise SSD/HDD write caches during local power loss
nicheSix-million-cycle ultracapacitor system targets GPU power peaks; server-equipment supply discussions continue
emergingSupercapacitors protect SSD writes; September Sanmina data-center order is confirmed, rack CBU deployment is not
emergingServer-power supercapacitors move from customer trials into batch orders, per its 2025 annual report
emerging
Sources: vinatech.com, dart.fss.or.kr, static.cninfo.com.cn, yuden.co.jp, vishay.com, lscns.co.kr
VRM control, stages & magnetics
Multiphase controllers, switching stages and coupled inductors regulate processor core power. Transient response, current density, telemetry and CPU/GPU power protocols decide board-level design wins.
Multiphase controllers and smart power stages regulate AI GPU and CPU rails; named Nvidia 800 VDC partner
leaderDigital multiphase control and OptiMOS smart power stages feed high-current processor VRMs
majorSVI3 digital controllers and RAA221320 smart power stages support EPYC and TLVR CPU power designs
major6 V-to-sub-1 V multiphase buck designs target GPU cores in its Nvidia 800 VDC reference architecture
majorDigital power control and acquired Empower FinFast integrated regulators address AI processor power delivery
majorVcore power solutions and point-of-load regulators complement PowerTrench switching devices in AI servers
majorCyntec TLVR coupled inductors support rapid GPU load changes alongside high-current processor power stages
majorDigital multiphase controllers and DrMOS/SPS support Intel, AMD SVI3 and AVS server power requirements
challengerRichtek server controllers and RTQ2811A POL converters supply local rails; confirmed Nvidia 800 VDC silicon partner
challengerCPU/GPU multiphase PWM controllers, integrated power stages and MOSFETs feed high-current computing boards
challengerAI server application portfolio includes multiphase controllers and smart power stages/DrMOS
challengerJWH63992 digital multiphase controllers and JWH7079 90 A stages target domestic CPU/GPU server boards
challengerVRPower smart power stages integrate MOSFETs, drivers and current/temperature sensing for AI server VRMs
nicheSLV1211 coupled TLVR inductors, up to 152 A saturation current, support fast CPU/GPU power transients
nicheAPW6017B integrates five buck converters and a VTT LDO for server management processors and memory rails
nichePM6776 six-plus-one-phase and PM6773 three-plus-one-phase controllers regulate Intel VR13 server processors
nicheMCP16701 multichannel PMICs and MCP16311 buck regulators supply FPGA, management and auxiliary server-board rails
nichePulse PAL6374 coupled TLVR inductors support fast CPU/GPU voltage-regulator transients
nicheSGM64200 dual-output/two-phase synchronous buck controllers regulate local rails on server and storage boards
nicheHL8150 50 A converters regulate CPU/GPU power rails for AI servers and accelerator boards
nichePN68xx 5-16-phase controllers and PN786x DrMOS regulate CPU/GPU rails in AI-server power designs
emerging
Sources: anpec.com.tw, chipown.com.cn, st.com, microchip.com, yageogroup.com, pdf.dfcfw.com
Bus converters & vertical power
Converters reduce the rack distribution voltage before final processor regulation. Modules close to or beneath the chip shorten high-current paths; new reference boards also explore direct conversion from 800 V.
48 V factorized power and current-multiplier modules enable vertical GPU delivery; licenses related patents
leaderHigh-current integrated power modules and vertical-power solutions shorten AI processor supply paths
majorOptiMOS TDM2454xx 280 A quad-phase modules target vertical power delivery at 2.0 A/mm2
majorVia acquired Empower, FinFast integrated voltage regulators enable compact vertical processor power delivery
majorBMR353 48/54 V-to-12.2 V intermediate bus converter delivers 860 W continuous and 1,200 W peak
major48 V-to-12 V DC/DC modules feed GPU server boards and downstream point-of-load converters
majorGaN LLC/DCX conversion supports stacked 800 V inputs and reuse of lower-voltage rack components
major800 V-to-6 V and 800 V-to-12 V isolated bus converter reference designs target compute trays
majorBoard DC/DC and integrated power modules convert rack bus power for high-current processor supply rails
majorNvidia MGX delivery boards demonstrate 800 V-to-12 V at 6 kW and 800 V-to-6 V at 20 kW
challengerFaraday-derived micro-POL modules supply compact local rails; embedded magnetics reduce board area
nicheArtesyn high-density DC/DC converters reduce the rack distribution bus to board-level supply voltages
niche0RQB-D0T12x quarter-brick modules convert 48 V input into a 12 V, 216 W intermediate bus for board regulators
nicheREFPDT006 isolated 48 V, 400 W EcoGaN reference converter demonstrates 24 V output for server power stages
nicheThin-film magnetic integrated voltage regulators target compact AI processor power and custom-silicon integration
emergingEPC91123 eGaN reference converter demonstrates 800 V-to-12.5 V isolated delivery at 6 kW
emerging800 V DC/DC power bricks target compute-tray conversion; 2026 demonstrations precede the planned volume ramp
emerging
Sources: flex.com, belfuse.com, liteon.com, fscdn.rohm.com, ti.com, analog.com
GaN power devices
Gallium nitride switches shrink the high-frequency conversion stages in PSUs and rack bus converters. Device reliability, integration and foundry availability matter as 800 V architectures move through qualification.
CoolGaN devices support AI PSU and bus-converter designs; 300 mm GaN manufacturing broadens its production roadmap
leader8-inch GaN IDM spans low- to high-voltage devices; confirmed Nvidia 800 VDC partner with an all-GaN approach
majorTransphorm-derived 650 V SuperGaN FETs serve multi-kW server PSUs and stacked 800 VDC conversion
majorGaN switches power Nvidia 800 VDC reference boards; Innoscience agreement adds manufacturing flexibility
majorIntegrated GaN stages power 800 V-to-6 V compute-tray converters and high-density AI PSU reference designs
majorGaNFast switches target AI PSUs and 800 V conversion; PSMC and GlobalFoundries diversify supply beyond TSMC
challengerGaNEXUS and vertical GaN technologies address dense server conversion and emerging 800 V DC/DC stages
challengerPowiGaN high-voltage devices and control ICs; confirmed Nvidia 800 VDC silicon ecosystem partner
challengerEcoGaN server-power devices; transfers licensed TSMC GaN process into a planned 2027 in-house production line
challengerVia Nexperia, 650 V GaN FETs target server PSUs; legal ownership persists but operational control is disputed
challengereGaN FETs and integrated devices support 48 V and stacked 800 V AI conversion; confirmed Nvidia partner
nicheICeGaN P2 650 V integrated devices target server PSUs and high-density 800 VDC conversion designs
emergingAOGT035V65GA1 650 V and AOFG018V10GA1 100 V GaN devices target AI PSU and in-rack DC/DC conversion
emergingWiseGaN devices and digital control enter joint AI-server PSU development with Powernet and KEC
emerging
Sources: nexperia.com, investor.aosmd.com, wise-integration.com, developer.nvidia.com, rohm.com
PSU switches, sensing & protection
SiC and silicon switches, current sensors and protective devices handle conversion and fault isolation inside PSUs, BBUs and rack sidecars. Voltage rating and efficiency under dynamic load are key selection factors.
CoolSiC and silicon power MOSFETs cover high-voltage PSU stages through low-voltage rack conversion
leaderEliteSiC MOSFETs/JFETs and PowerTrench T10 MOSFETs switch AI server PSU and rack converter stages
major1,200 V SiC switches and gate drivers support the input stage of 800 VDC AI power architectures
majorSCT4013DLL 750 V SiC MOSFET adopted in AI-server BBU power stages using a plus/minus 400 V architecture
majorU-MOS silicon MOSFETs switch server supplies; 1,200 V trench SiC devices are sampling for next-generation AI power
majorTPS1685/TPS1689 eFuses manage hot-swap, current limiting and fault isolation on 48 V server power inputs
majorBussmann 1210HC 50-200 A brick fuses provide board-level overcurrent protection in high-density AI server power
majorSiC technology qualified with Lite-On in August 2026 for 800 V sidecar and compute-rack PSU platforms
challengerGeneSiC power devices complement GaNFast across high-voltage AI PSU and rack conversion stages
challengerPower MOSFETs and switching devices support server conversion; confirmed Nvidia 800 VDC silicon partner
challengerSiC and super-junction MOSFETs, rectifiers and TVS devices support AI server PSU switching and protection
challengerAI server MOSFETs, eFuses and power ICs support local power conversion and hot-swap protection
nichemSiC devices target OCP ORv3 rectification and high-voltage rack DC power conversion
nicheACS37017 isolated current sensor targets AI power converters; 2026 introduction emphasizes precision monitoring
nicheNano2 high-surge fuses protect 48 V AI server inputs from faults while limiting board area
nicheMedium-voltage and sixth-generation 600 V superjunction MOSFETs target AI server PSU rectification and switching
nicheSiC MOSFETs, SBR rectifiers and ideal-diode controllers gain adoption in 400/800 V AI rack power supplies
nicheSi82Ex/Si82Fx isolated gate drivers and Si86Sx isolators support AI server PSUs and high-voltage conversion
nicheSuper J MOS S2/S2FD super-junction MOSFETs switch high-efficiency server power supplies
nicheISL6173 hot-swap controllers sequence and protect low-voltage server-board power during live insertion
nicheSF2923HC-C BBU output fuses and PF63R50H PSU fuses protect high-current AI rack power assemblies
nicheNexperia silicon MOSFETs and protection devices serve server power paths; Dutch control restrictions remain in force
niche
Sources: wolfspeed.com, global.toshiba, products.fujielectric.com, ti.com, bourns.com, 21yangjie.com
Glossary
- Power shelf
- A rack assembly of parallel power supplies that converts input power into a shared DC bus.
- BBU
- A battery backup unit supplies short-duration power near the servers and can help smooth load peaks.
- VRM
- A voltage regulator module converts a board supply into the low-voltage, high-current power a processor needs.
- Vertical power delivery
- Placing power conversion close to or beneath a processor reduces losses in its high-current connections.
- GaN / SiC
- Gallium nitride and silicon carbide switch power efficiently at high frequency or high voltage.
- 800 VDC
- An emerging high-voltage DC rack power architecture that reduces distribution current and conversion stages.
Heat, spend, exposure and shares are editorial estimates. How to read the map ↗