Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) has recently announced the strengthening of its existing partnership with Delta Electronics, Inc. to jointly develop high-power-density power modules. This collaboration aims to deliver leading vertical power supply solutions for AI processors within hyperscale data centres. This represents a significant step forward in the joint drive towards low-carbon and digitalised AI data centres.

Infineon OptiMOS Series TDM22544D Dual-Phase Power Module
This collaboration combines Infineon's ultra-thin silicon-based (MOSFET) chips with embedded packaging technology and Delta's industry-leading power module design and manufacturing capabilities to jointly develop high-efficiency, high-power-density power modules. This enables the vertical power distribution architecture (VPD) for xPUs (computing units) in hyperscale data centres. Compared to traditional planar lateral power distribution discrete solutions, vertical power supply modules can reduce carbon dioxide emissions by up to 150 tonnes per cabinet over a three-year product lifecycle. Should future hyperscale data centres incorporate up to 100 server cabinets, the total carbon dioxide reduction would equate to the annual emissions of 4,000 households.
Adam White, President of Infineon Technologies' Power and Sensor Systems Division, stated: ‘Our close collaboration with Delta exemplifies the perfect synergy between our complementary strengths – combining Infineon's industry-leading silicon-based technology and packaging expertise with Delta's outstanding module development capabilities. Through this partnership, we have jointly created significant value for hyperscale data centres, delivering high efficiency and reliability while reducing costs and further advancing the low-carbon transition.’
Delta's Vice President and General Manager of the Power and Systems Business Group, Ying-Yuan Chen, remarked: ‘Our collaboration with Infineon has advanced to the joint development of highly sophisticated VPD modules, delivering exceptional power efficiency, reliability and scalability to customers. We take pride in playing a pivotal role in advancing energy efficiency within the power infrastructure ecosystem for hyperscale data centres, and look forward to making significant contributions to the entire industry through our combined innovation.’
Delta's VPD module incorporates Infineon's silicon-based OptiMOS 90A power stage solution. Its vertical power delivery technology is a key factor in enhancing system efficiency, as vertical power delivery enables a more direct and streamlined power path. By employing vertical rather than horizontal power delivery, the VPD module reduces power network losses within the system, thereby achieving higher power density and efficiency while simultaneously lowering thermal requirements stemming from power dissipation. Furthermore, the vertical power delivery design frees up additional space on system boards, enabling hyperscale data centres to utilise space more efficiently. This facilitates the design of more compact, high-density data centres while lowering the total cost of ownership.
As the AI era progresses, demand for high-power data centres is growing exponentially. To meet this demand, data centres require power delivery solutions capable of supporting the increasing power requirements of AI training and inference applications. Moreover, the increasing density within IT cabinets, driven by the integration of more highly interconnected xPUs, necessitates the development of higher-voltage power distribution solutions to supply these high-density systems more efficiently. Infineon and Delta are collaborating to develop next-generation AI data centre power supply solutions to address the megawatt (MW) level power requirements that will soon emerge within these data centre cabinets.
Beyond its extensive portfolio of gallium nitride (GaN) and silicon carbide (SiC) power solutions, Infineon is a global leader in silicon MOSFETs. Its silicon MOSFET designs deliver best-in-class performance, reliability and ease of use for power switching, control and conversion, enabling higher efficiency, power density and cost-effectiveness in products and system solutions.
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