核心观点本周核心观点与重点要闻回顾算力产业链:英诺赛科与英伟达达成合作,化合物半导体有望进入800V 架构。英诺赛科发布公告称,公司已于近日与全球AI 技术领导者英伟达达成合作,联合推动800VDC(800 伏直流)电源架构在AI数据中心的规模化落地。由于AI6 服务器集群功耗大,降低功耗是产业共同追求。随着英诺赛科的GaN 器件与英伟达的合作,我们认为新的功率器件有望持续导入供应链,带动相关...
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