Electronics - Thailand: Thailand rides the 800VDC AI wave

研报英文原文证据摘录

Electronics - Thailand: Thailand rides the 800VDC AI wave

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Electronics - Thailand

Thailand rides the 800VDC AI wave

Industry Overview

AI infrastructure enters its next upgrade cycle 14 July 2026

The AI buildout is moving beyond chips. As systems become larger and rack power rises Equity

from tens of kilowatts toward 600kW and eventually 1MW-class systems, the ASEAN | Thailand

bottlenecks are shifting to the infrastructure around the compute. Power delivery, Electronics

cooling and data movement now need to scale at the same pace as the chips Suppapong Iemkongaek, CFA, CMT ^^^

themselves. Research Analyst

Kiatnakin Phatra Securities

800VDC and optical connectivity become the next enablers +66suppapong.iemk@kkpfg.com2 305 9925

We see two major technology shifts. 800VDC addresses the power problem by reducing Narumon Ekasamut ^^^

current, copper use and conversion losses as rack power rises. Optical connectivity ResearchKiatnakin AnalystPhatra Securities

addresses the data problem as copper becomes harder to scale at higher speeds and +66 2 305 9086

narumon.ekas@kkpfg.com

longer distances. Together, these changes expand the opportunity beyond GPUs into

analog ICs, power semiconductors, power racks, cooling, facility infrastructure and

photonics. AI: Artificial Intelligence

AC: Alternating Current

Benefits begin before full 800VDC adoption DC: Direct Current

Data centers are expected to upgrade gradually, since replacing everything at once AC/DC: Alternating Current to Direct

would be too costly and disruptive. They start with the most urgent step, improving Current

power equipment around AI racks so these can handle more electricity, then use 800VDC PSU: Power Supply Unit