NIKO-SEM: AI PCs, NEVs will shine in 2024

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TAIPEI, Feb. 1, 2024 /PRNewswire/ — The COVID-19 pandemic drove unprecedented growth in demand for the personal computer (PC) market as the world turns to remote work and learning during 2020 to 2022. For the past year or so, everyone has been back to face-to-face classes and work, which has left them saturated. Nevertheless, the emergence of artificial intelligence (AI) and generative AI (GenAI) transitioning from the cloud to personal devices has created a new wave of interest in AI PCs, positioning them as a catalyst for the next upgrade cycle. Is.

NIKO-SEM SFT PACK series won the prestigious title of “Asia Best Power Semiconductor of the Year” at the 2023 EE Awards Asia.

Specializing in PC products such as motherboards, laptops, tablets and peripheral power devices, NIKO Semiconductor AI is well-positioned to capitalize on this trend by aggressively entering the PC power management components market.

According to Alex Leng, associate manager of power module business division at NIKO-SEM, major processor manufacturers in the PC domain such as Intel and Qualcomm have released chipsets specifically designed for AI PCs. It is also expected that Microsoft will embed GPT-3 directly into Microsoft 365, suggesting that AI PCs could redefine “communication” between traditional PCs and users. Correspondingly, user interfaces (UIs) can shift from keyboards and mice to voice commands, and developers can create applications that were previously inaccessible on traditional PCs, enticing consumers to upgrade – an opportunity for the AI PC market. Boon.

calculate power

The important aspect of AI PCs lies in their computational power, and Leng points out that power components are essential to achieving the required computing capabilities. NIKO-SEM, being a leading supplier of power components for leading PC brands, is a leader in providing essential power components.

Although there may not be significant changes in the initial AI PC power architecture, the demand for power components is expected to increase due to higher power requirements. However, as next-generation AI PCs demand cost-effectiveness and power component efficiency improves, the need for power components may decrease. Leng says that if AI servers or PCs convert to 48V DC architecture in the future, this could become an important opportunity for NIKO-SEM.

Expansion in NEV, renewable energy

Keeping in mind the fluctuations in the PC market, NIKO-SEM—with over 25 years of experience and expertise in the power market—diversified into other areas such as new energy vehicles (NEVs), energy conservation and storage, and related applications. Is bringing. New energy. According to Leng, the continued growth of renewable energy and NEV-related applications is providing ample opportunities for power electronics in these areas.

The company supplies motor drive modules and traditional power components for in-vehicle systems, including A/V entertainment systems and touch panels. Leng emphasizes that NIKO-SEM is continuously focusing on R&D for the automotive power market and is currently in the process of obtaining automotive certification for its products.

product identification

NIKO-SEM’s SFT Pack series of SiC modules recently received the Power Semiconductor of the Year award at the EE Awards Asia 2023.

Lang highlights the strengths of the SFT Pack series, such as the package’s isolation voltage of over 2kV. Additionally, the series adopts a unique insulated packaging design, allowing the heat sink to be directly coated with thermal paste during assembly. This effectively controls the additional thermal resistance difference during assembly, enabling efficient performance of the chip and achieving high conversion efficiency.

Leng says being honored at the EE Awards Asia highlights NIKO-SEM’s product achievements, acknowledges the contributions of the R&D team, and reflects the company’s commitment to excellence and innovation in its field. Such recognition boosts employee morale, enhances the company’s reputation and attracts more business opportunities. In line with this, the company plans to launch a series of power modules to meet diverse application requirements in the future.

*EE Awards Asia is organized by EE Times Taiwan