JPMorgan Chase Releases an AI Power Chip Report, a $19.2 Billion Market Is Taking Shape

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Deep Tide TechFlow news, according to Tide Direction Research, JPMorgan released an AI power chip report, sorting out the complete power supply chain from the grid to GPU chips.
The AI power semiconductor market will be $2.7 billion in 2025, surging to $19.2 billion in 2028, with a three-year compound annual growth rate of 82%.
The key driver is the new installation of 81 GW of AI data centers in 2028 and the replacement of traditional AC with 800V high-voltage DC architecture.
The new architecture uses SiC solid-state transformers and GaN DC-DC converters to replace electromechanical equipment, and the semiconductor content per watt rises from $175 to $260.
Nvidia's Kyber rack will drive 800V mass production in the second half of 2027.
Key players include Infineon (strongest across the entire chain), MPS (VRM leader, Nvidia supplier), Renesas, Navitas, etc.
The biggest risk is the time mismatch between the grid expansion cycle (3-5 years) and the data center construction cycle (2 years).
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