US Electrical Equipment & Multi-Industry "EE/MI Morning Note - 800VDC Expert..."

研报英文原文证据摘录

US Electrical Equipment & Multi-Industry "EE/MI Morning Note - 800VDC Expert..."

Global Research

15 May 2026ab

US Electrical Equipment & Multi-Industry Equities

AmericasEE/MI Morning Note - 800VDC Expert call

takeaways, Electricity generation Industrial, Diversified

Amit Mehrotra

Analyst

amit.mehrotra@ubs.com

Takeaways from expert call on 800VDC Architecture in Data Centers- We hosted +1-201-352 1410

an expert call on the implications of 800VDC architecture in data centers yesterday. The

Neal Burk

call focused on several topics including the drivers behind the design shift, implications

for various components across the system, potential winners / losers, etc. The expert neal.burk@ubs.com

noted that higher rack density is driving this change to 800V DC architecture now, +1-212-713 4066

although the technology has existed for a long time. Over time, this trend is expected to

Pratap Singh

evolve towards even higher voltage configurations. The expert emphasized that the

800V DC architecture would lead to higher efficiency and lower cost across several pratap-za.singh@ubs.com

components. Furthermore, this transition would bring significant changes to the +1-212-821 3112

semiconductor supply base and protection / insulation ecosystem. The expert

Zachary Walljasper

highlighted that companies with leading technology in the high voltage space along Associate Analyst

with control systems would be the winners in the long run while low voltage zachary.walljasper@ubs.com

transformers were identified as the likely losers in this transition. Here is the link to the +1-212-713 9829

replay, or reach out to us for summary notes from the call.

US Electricity generation continues steady growth- Our UBS Evidence Lab data