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800 VDC Architecture — Basket

Semiconductor and power supply suppliers enabling the shift to 800 VDC rack distribution in AI data centers — spanning GaN and SiC wide-bandgap power ICs (Navitas, Wolfspeed), high-density PMICs and power-stage chips (MPWR, ADI, TXN, ON, STM, POWI, AOSL, Renesas), rack-level power conversion modules (Vicor), broad-line power analog (Infineon), circuit protection for high-voltage DC bus fault handling (Littelfuse), and power supply OEMs (Delta Electronics) that convert facility AC into the high-voltage DC bus enabling denser, more efficient AI compute. The 800 VDC architecture reduces conversion stages and copper bulk versus legacy 54 VDC systems, directly improving AI token-per-watt economics.

Constituents (16)

  • Navitas Semiconductor Corp (NVTS)
  • MONOLITHIC POWER SYSTEMS INC (MPWR)
  • TEXAS INSTRUMENTS INC (TXN)
  • STMicroelectronics N.V. (STM)
  • POWER INTEGRATIONS INC (POWI)
  • ON SEMICONDUCTOR CORP (ON)
  • ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL)
  • VICOR CORP (VICR)
  • ANALOG DEVICES INC (ADI)
  • INFINEON TECHNOLOGIES AG (IFNNY)
  • WOLFSPEED, INC. (WOLF)
  • Delta Electronics (2308.TW)
  • ROHM Co., Ltd. (6963.T)
  • Fuji Electric Co., Ltd. (6504.T)
  • Renesas Electronics Corp. (6723.T)
  • LITTELFUSE INC /DE (LFUS)

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