聞泰科技(600745.SH):AI服務器中公司MOSFET產品的使用價值約爲非AI服務器中的10倍
格隆匯3月24日丨聞泰科技(600745.SH)在互動平臺表示,數據中心作爲 AI 運算的基礎設施,其新建需求大、建設規模大、用電負載大,顯著帶動了對功率半導體的需求。在AI基礎設施方面,公司半導體產品可應用於數據中心不間斷電源(UPS)、服務器電源模塊(PSU)、功率轉換(DC/DC、AC/DC)模塊及供電保護等領域。 受益於人工智能的發展,2024 年上半年公司半導體業務在人工智能數據中心、AI 服務器電源、AI PC、手機等應用中增長較快,客戶包括海內外服務器廠商、電源廠商、國內外雲廠商等。2024年第三季度,公司半導體業務在計算機設備領域(PC、服務器、數據中心)增速最快,同比增長近 30%、環比增長近 20%,同時隨着AI芯片及機櫃功率密度的不斷提升,公司也積極關注GaN、SiC等第三代半導體產品在未來服務器電源領域的應用升級。 公司半導體產品在AIPC、AI服務器等領域的需求帶動明顯,特別是用於服務器熱插拔和軟啓動的專用 MOSFET、保護器件需求旺盛,以服務器中 MOSFET 產品爲例,AI服務器中公司MOSFET產品的使用價值約爲非AI服務器中的10倍。
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