SOLUM and Infineon Expand Collaboration on HVDC Power Solutions for AI Data Centers

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Original press release as distributed by PR Newswire, shown unedited.
Published
  • MoU covers intermediate bus converters, battery backup units and power supply units
  • SOLUM showcases rack-level power solutions incorporating Infineon technologies, including a 26 kW-class 800 Vdc BBU DC/DC converter

SEOUL, South Korea, Nov. 5, 2026 /PRNewswire/ -- SOLUM Co., Ltd. (KRX: 248070) today announced that it has signed a Memorandum of Understanding (MoU) with Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) to strengthen their existing collaboration on high-voltage direct current (HVDC) power solutions for AI data centers. The companies plan to expand their work across three key power applications: intermediate bus converters (IBCs), battery backup units (BBUs) and power supply units (PSUs).

(From left) Sung Ho Jun, CEO of SOLUM, and Adam White, President of Infineon’s Power & Sensor Systems Division, pose for a photo at a signing ceremony to strengthen cooperation on HVDC power solutions for AI data centers.

As generative AI and high-performance computing drive power demand in data centers higher, energy efficiency, power density and system reliability are becoming more important. HVDC-based power architectures are emerging as a key technology for next-generation AI data centers, reducing power losses and improving reliability through more efficient power conversion and distribution.

Under the MoU, Infineon will work with SOLUM from the early stages of relevant projects to review suitable technologies and product solutions, and will provide reference designs and technical support, drawing on its portfolio of silicon (Si), silicon carbide (SiC) and gallium nitride (GaN) power semiconductors and control solutions. SOLUM will apply its server power design and manufacturing capabilities to develop AI data center power products and pursue application opportunities with global customers. The companies will maintain a regular technical dialogue on next-generation developments.

At the Infineon-SOLUM Collaboration Tech Day, held alongside the signing at SOLUM's SolSquare campus in Yongin, SOLUM showcased AI data center power solutions incorporating Infineon technologies. Among the featured products was a 26 kW-class BBU DC/DC converter for 800 Vdc rack power architectures, designed to support continuity of AI server operations during momentary power interruptions. Using Infineon CoolSiC™ MOSFETs, EiceDRIVER™ gate drivers and PSOC™ digital power controllers, the module is being developed with a target peak efficiency of more than 98.5%, with mass production targeted for 2027. SOLUM also presented an LVDC BBU DC/DC converter, an ORv3-compatible 33 kW power shelf and server PSUs.

"AI is driving fundamental changes not only in computing performance but also in the power infrastructure that supports it," said Jun Sung-ho, CEO of SOLUM. "By working with Infineon, a global leader in power semiconductors, we will further strengthen SOLUM's high-voltage, high-efficiency power design capabilities and pursue new business opportunities in next-generation AI data center power markets, including North America."

"AI data centers require power infrastructure with increasingly higher levels of efficiency, reliability and power density," said Adam White, Division President Power Systems at Infineon. "Korea is at the forefront of technology innovation and a strong driver of AI, and SOLUM's server power capabilities complement what we bring on the semiconductor side. Together we want to advance HVDC power solutions for next-generation AI infrastructure."

About SOLUM

SOLUM Co., Ltd. (KRX: 248070) is a global technology company specializing in power solutions and retail technology, including electronic shelf labels. Founded in 2015 as a spin-off from Samsung Electro-Mechanics and headquartered in Yongin, South Korea, SOLUM designs and manufactures power solutions for servers and AI data centers. The company operates manufacturing sites in Vietnam, Mexico, India and China, supported by a global sales and service network. For more information, visit www.solum-group.com.

About Infineon

Infineon Technologies AG is a global semiconductor leader in power systems and IoT. Infineon drives decarbonization and digitalization with its products and solutions. The Company had around 57,000 employees worldwide (end of September 2025) and generated revenue of about €14.7 billion in the 2025 fiscal year (ending 30 September). Infineon is listed on the Frankfurt Stock Exchange (ticker symbol: IFX) and in the USA on the OTCQX International over-the-counter market (ticker symbol: IFNNY). Further information is available at www.infineon.com.

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AlphAI analysis

ByAlphAI AI DeskAI-generated

Written by AlphAI from the release above, not by the issuer or PR Newswire. Informational, not investment advice.

Decision brief

The 30-second read

$IFNNYBullishLow
01

Why it matters

Infineon's involvement could increase its exposure to the fast‑growing AI data‑center market, while SOLUM gains access to advanced semiconductor technology.

02

Market read

A new partnership that may enhance Infineon's growth prospects in AI infrastructure, though benefits are medium‑term.

03

What to watch

Potential competition from other SiC/GaN providers and the need for AI data‑center customers to adopt HVDC architectures.

Relevance 5/10Novelty 5/10Timing: effective immediately

Background

The press release details a strategic collaboration between Infineon (OTC: IFNNY) and SOLUM (Korean firm) to develop high‑voltage DC power products for AI data centers, including a 26 kW BBU converter.

Company-level read

Ticker impact

$IFNNYBullishMedium confidence
Context

Infineon announced a new MoU with SOLUM to expand HVDC power solutions for AI data centers, marking a fresh partnership.

Expected impact

likely upward pressure as market prices in expanded AI data center exposure

Evidence & confidence

The collaboration opens a new revenue stream in a high‑growth AI infrastructure market.

Market effects

May spur broader interest in HVDC power solutions across AI data‑center suppliers.

Highlights South Korea's role in AI infrastructure supply chain.

Supports global demand for high‑efficiency power semiconductors.

Counterpoint

The partnership may be limited in scale and timeline, with mass production only in 2027, reducing near‑term impact.

Key entities

  • Infineon Technologies AG

    Global semiconductor leader expanding AI data‑center power solutions.

  • SOLUM Co., Ltd.

    Korean power‑solution provider targeting AI data‑center markets.