Minde Electronics said at an investor relations event that large-scale AI data
center build-out and rollout of edge AI are forcing server power supplies toward
higher-voltage, higher-current and higher-efficiency designs. Combined with
China’s dual‑carbon drive expanding renewable generation, energy storage and
electric vehicle deployment, these trends should underpin medium-to-long-term
demand growth for power semiconductors and support robust activity in the wafer
foundry and power semiconductor industries over the next three to five years.
