Against the backdrop of the AI boom, computing‑power power supply architectures are undergoing transformations toward high‑voltage and full‑stack implementations. The industry is in urgent need of end‑to‑end, deployable domestic solutions.

Recently, Oriental Semi officially released the *White Paper on Power Supply Systems for Computing Servers*. It comprehensively dissects the full‑hierarchy product matrix, system adaptation solutions and medium‑to‑long‑term technology roadmap for primary, secondary and tertiary power supplies of computing servers. Leveraging its end‑to‑end power semiconductor capabilities, the company secures a core strategic position in domestic computing infrastructure.

1、Deploying an end‑to‑end power supply architecture to address practical pain points of computing power supplies

The core highlight of the white paper lies in Oriental Semi’s enablement of the complete power‑supply chain covering primary‑power PSU, secondary‑power IBC and tertiary‑power VRM, building an integrated product system of “power devices + digital‑control ICs”.

Primary Power (PSU) Side

Targeting high‑voltage grid input scenarios, it offers Super‑Junction (SJ) MOSFETs, high‑speed SiC devices and GaN power devices. Paired with in‑house‑developed DSP and digital controllers, the solution supports 800 V high‑voltage DC and SST solid‑state transformer architectures, significantly boosting system conversion efficiency and reducing cabinet power loss to meet the requirements of high‑power AI rack‑scale systems.

Secondary Power (IBC) Side

It fills the industry’s bottleneck in the intermediate bus segment. Drawing on the IC‑R&D capabilities of its held subsidiary Hynetek, the company provides SGT MOSFETs, digital control chips, gate‑driver chips and BMS analog front‑end (AFE) devices to achieve high‑efficiency 48V bus conversion. This addresses the pain points of decoupled control and power devices and high system BOM cost inherent in conventional solutions.

Tertiary Power (VRM) Side

Targeting precision power delivery for GPU computing chips, the solution adopts high‑performance SGT MOSFETs and dedicated control chips to deliver ultra‑fast dynamic response. It ensures long‑term stable operation of high‑compute chips and better aligns with the design trends of next‑generation power‑electronic racks.

From grid input all the way to computing chips, Oriental Semi strives to deliver a complete suite of power and control chip solutions from a single vendor. This helps server and power‑supply manufacturers shorten R&D cycles and streamline supply chains, positioning the company as one of China’s rare full‑stack suppliers of power‑supply solutions for computing servers.

2、Building on the white paper’s strategic core, the company consolidates the underlying competitive moat for domestic computing power.

Far more than a mere product manual, this white paper serves as Oriental Semi’s strategic manifesto for its foray into the computing‑server power supply track, featuring three core values:

• End‑to‑end technological breakthroughs consolidate solid competitive strengths

Its products cover all key power‑supply segments including PSU, IBC and VRM. The performance of SiC and GaN devices is on par with leading international benchmarks, with forward‑looking development of ultra‑thin‑substrate AIMOS devices. Leveraging Hynetek to achieve synergy between power devices and digital‑control ICs, the company closes the full “control‑drive‑execution” chain and delivers one‑stop customized system solutions. These meet the high‑efficiency and high‑reliability power‑supply requirements of computing servers and help customers shorten R&D and implementation cycles.

• The industry gains momentum and unlocks scale‑driven cost advantages

Capitalizing on the growth dividends of the 800V HVDC industry, the company achieves rapid growth in its industrial and communication power supply business, with mass production and delivery of power devices tailored for liquid-cooled computing servers. Backed by its 12-inch wafer platform and advanced packaging processes, it balances product performance and cost-effectiveness. Leveraging scale advantages, it accelerates domestic substitution in the computing server power supply sector.

• Aligned with policy guidelines, the company strengthens supply‑chain security capabilities

Closely aligned with the low‑PUE construction requirements of the “East‑Data‑West‑Computing” initiative, the company collaborates with industry partners to tackle core 12‑inch GaN technologies. As the localization rate of power semiconductors keeps rising, digital power controllers have achieved adoption by leading customers, effectively lowering capital and operational costs for data centers and safeguarding the autonomy and controllability of the computing‑power industrial chain.

3、Based on its medium‑ and long‑term development roadmap, the company forges a brand‑new future for the full computing‑power chain

With the release of the white paper, Oriental Semi outlines its medium‑ and long‑term development roadmap for computing‑server power‑supply systems.

In the short term, the company will refine the 48V‑architecture ecosystem, continuously iterate SiC and GaN wide‑bandgap power devices, expand standardized full‑chain power‑supply products, and deliver full‑volume shipments to leading computing‑power customers. It will sustain business growth in data centers and computing‑server power supplies, and steadily drive mass‑production breakthroughs of Super‑Junction MOSFET plastic‑packaged modules for liquid‑cooled computing‑server power supplies.

In the medium term, the company will advance the commercial deployment of the 800V architecture, research single‑package integration of power devices and control circuits for voltage classes of 1500V and above, build a complete 12‑inch GaN technology ecosystem, and realize intelligent management of computing‑server power‑supply systems.

In the long term, centered on the dual‑core strategy of “power devices + digital ICs”, the company will develop next‑generation integrated power modules. It aims to realize the adoption of 4th‑generation semiconductor technologies, popularization of vertical power‑supply architectures, and in‑depth integration of liquid‑cooling and computing‑power supply optimization, to address the requirements of next‑generation hyperscale intelligent computing clusters.

Oriental Semi’s products are now in volume production and supplied to leading enterprises including Customer A, Honor, Megmeet, Vertiv, Delta, Century Cloud Core, Dongke Semiconductor, Infiniview, Grandwall, Zhongheng Electric, ZTE Kangxun and Poco Electronics, covering more than 2,000 end‑customers. Going forward, the company will keep increasing R&D investment in computing‑power supplies. Leveraging its full‑chain semiconductor capabilities, it will support the autonomous, controllable, high‑efficiency and low‑carbon development of domestic computing‑power infrastructure.