The data centre is moving to 800V: Microchip and Navitas are enabling the transition
Microchip Technology and Navitas Semiconductor collaborated on an 800V DC-to-6V DC reference design for AI data center rack power, aiming to improve efficiency and power density. The platform combines Microchip's digital power control and security tech with Navitas' GaNFast gallium nitride power devices, aligning with the Open Compute Project 800V DC standard. The solution includes hardware, software, and design docs to speed up development of AI infrastructure.
How this was made
The 30-second read
Why it matters
The partnership signals a strategic move into high‑voltage AI data‑centre power, potentially expanding addressable markets for both firms.
Market read
New product collaboration could modestly boost both stocks as the AI data‑centre market grows.
What to watch
Potential supply‑chain constraints for GaN devices and the need for OEM redesigns may limit near‑term impact.
Background
The article details a joint reference design combining Microchip's digital control and security ICs with Navitas' GaN power devices to enable 800V‑to‑6V conversion for AI GPU clusters.
Ticker impact
Microchip announced a new 800V‑to‑6V reference design with Navitas, marking its first AI‑data‑centre power solution.
likely modest upside as market prices in the new product partnership
The collaboration opens a new high‑efficiency power market; however, revenue impact is uncertain and rollout is early.
Navitas Semiconductor partnered with Microchip to supply GaNFast devices for the 800V AI‑data‑centre reference design.
likely modest upside as investors price in expanded addressable market
The partnership validates Navitas' technology for a growing segment, but commercial adoption timeline is unclear.
Market effects
May accelerate broader adoption of 800V DC power architectures across AI data‑centre suppliers.
U.S. semiconductor sector could benefit modestly; European and Asian data‑centre vendors may follow.
Supports the global shift toward higher‑voltage, high‑efficiency data‑centre power solutions.
Counterpoint
Adoption could be slower if existing 400V solutions remain sufficient for most customers.
Key entities
- CompanyMicrochip Technology
US semiconductor company providing digital controllers and security ICs.
- CompanyNavitas Semiconductor
US company specializing in GaN power devices.
