800VDC DC power supply and optical interconnection have become the core technologies of AI infrastructure, and Thailand’s electronics supply chain has fully benefited (BofA Securit
A Bank of America Securities report analyzed that in the context of AI infrastructure upgrades, 800VDC DC power supply and optical interconnection have become the core technologies to solve computing power consumption and data transmission bottlenecks.
A Bank of America Securities report analyzed that in the context of AI infrastructure upgrades, 800VDC DC power supply and optical interconnection have become the core technologies to solve computing power consumption and data transmission bottlenecks. 800VDC can reduce current, copper consumption and heat loss. It will be gradually implemented in three phases. The related analog semiconductor market is expected to grow from US$7.9 billion in 2025 to US$27 billion in 2030. Although Thailand is not a high-end chip design and manufacturing center, it has a mature layout in downstream supply chains such as power electronics, semiconductor packaging and testing, and complex PCB, and can fully benefit from this industrial upgrade. The report lists DELTA (2308.TW), HANA (HANA.BK), KCE (KCE.BK) and other Thai listed companies that are expected to benefit. The market’s focus on AI infrastructure is more focused on chips and servers, and may not pay enough attention to the upgrade of supporting technologies such as power supply and optical interconnection and its role in driving Thailand’s supply chain. One sentence conclusion: 800VDC DC power supply and optical interconnection are key technologies for AI infrastructure upgrades. Thailand’s electronics supply chain will become an important beneficiary of this technology upgrade with its layout in the fields of power electronics, packaging and testing, and PCB. Good/bad: Good for Thai electronics companies such as DELTA (2308.TW), HANA (HANA.BK), KCE (KCE.BK), and analog semiconductor related manufacturers. The market pays high attention to AI infrastructure, but the extent of benefits and specific target pricing for Thailand’s supply chain may not be sufficient. Catalysts: 1) Deployment cases of 800VDC data centers; 2) Commercial progress of optical interconnection technology; 3) Growth in orders and performance of Thai electronics companies.