Roshow Technology Forecasts SST and HVDC to Dominate New AI Data Centers by 2026

Deep News
05/25

Roshow Technology Co.,Ltd. has indicated that traditional data center power supply chains involve multiple conversions: from medium-voltage AC to step-down via power frequency transformers, to low-voltage AC, then through UPS rectification to DC, to batteries, inversion back to AC, and finally rectified again to DC by server power supplies. This process results in an overall efficiency of only about 90% to 92%, accompanied by large equipment footprints and high copper usage.

In contrast, Solid-State Transformers (SST) utilize high-frequency power devices like silicon carbide (SiC) MOSFETs along with high-frequency isolation transformers to achieve a single-step conversion from medium-voltage AC to low-voltage DC. This eliminates multiple intermediate conversion stages, boosting conversion efficiency to over 98.5%. The technology also reduces physical volume by more than 60%, cuts power losses by over 40%, and decreases copper material usage by approximately 45%.

Industry analysts project that the SST sector will commence commercialization in 2026, with its market scale expected to grow from around 10 billion yuan to over 100 billion yuan by 2030. Roshow Technology anticipates that by the end of 2026, all new AI computing centers built by China's top ten cloud service providers will adopt the SST combined with high-voltage direct current (HVDC) architecture, achieving a penetration rate exceeding 30%.

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10