onsemi and EPIC Microsystems AI power technology development

Semiconductor companies are developing new architectures to address the increasing power requirements of AI infrastructure. onsemi introduced its Embedded Power Platform, a silicon-wafer-based architecture designed to provide higher power density for AI rack applications and electric vehicles. Simultaneously, EPIC Microsystems began developing semiconductor technology and power solutions, such as Vertical Power Delivery, to address efficiency and thermal performance bottlenecks in GPUs and AI racks.

Following these technological developments, onsemi announced the $600 million cash acquisition of Ferric, a specialist in integrated voltage regulator technology. This acquisition, which includes potential additional payments based on revenue targets, aims to integrate Ferric’s patents and technology to enhance energy management for data centers. Consequently, onsemi increased its 2030 revenue target for AI data centers by $500 million, projecting a total of over $3 billion.