Power semiconductors are a pinch point for anyone building AI data centres, and Vertiv has moved to lock in supply. The company announced a three-year strategic agreement with Infineon Technologies AG for long-term access to silicon (Si) and silicon carbide (SiC) power semiconductors.
The agreement is meant to support supply continuity and on-time delivery as Vertiv scales production. The components go into its power product portfolio, including next-generation 800 VDC power systems, and Infineon's parts will be built into Vertiv products worldwide for data centre, communication network, and commercial and industrial uses.
Vertiv said the deal gives it greater visibility and predictability of semiconductor supply over the three-year term, and forms part of a broader multi-supplier strategy to strengthen supply-chain resilience. It chose Infineon for its capabilities in insulated-gate bipolar transistor (IGBT), silicon and silicon carbide technologies, together with its global manufacturing and record for quality. The two companies will continue to align technology and product roadmaps.
Frieda He, Chief Procurement Officer at Vertiv, said: “The rapid evolution of AI is reshaping the power requirements of the data centre, and our customers need infrastructure partners who can anticipate what comes next.”
Andreas Weisl, Executive Vice President and Chief Sales Officer Industrial & Infrastructure at Infineon, said: “Through our comprehensive portfolio and manufacturing capabilities, we can provide Vertiv with the advanced power semiconductor technologies needed to support its continued innovation and growth.”
The two companies have worked together for decades.
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