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Last updated : 25/05/2026 - 12h52
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STMicroelectronics Rolls Out New Solutions for NVIDIA Data Centers

STMicroelectronics announces the expansion of its power conversion product portfolio to 800 VDC with two new architectures designed for AI data centers. These 12V and 6V solutions, developed according to NVIDIA's reference design, complement the previous 800 VDC to 50V solution.


STMicroelectronics Rolls Out New Solutions for NVIDIA Data Centers

Introduction of New Power Conversion Stages

STMicroelectronics is rolling out two new power conversion stages: 800 VDC to 12V and 800 VDC to 6V. The 12V converter allows for high-efficiency distribution from the power shelves at the rack level directly to the voltage domains powering advanced AI accelerators. The 6V path enables OEMs to reduce the number of conversion stages and bring the 6V bus closer to the GPU, thereby reducing copper usage and minimizing resistive losses. The emerging 800 VDC architecture enhances energy efficiency, reduces power losses, and supports a more scalable high-density computing infrastructure for hyperscalers and AI.

Adaptation to Various Server Architectures

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The extension to 12V and 6V output stages reflects the industry's evolution toward different server architectures, requiring distinct power topologies depending on the GPU generation, server height, form factor, and thermal envelope. The intermediate DC buses at 50V, 12V, and 6V will coexist in AI data centers depending on the rack density, GPU configuration, and cooling strategy. The three solutions combine ST's technologies in power components (silicon, SiC, GaN), analog and mixed-signal, as well as microcontrollers. In October 2025, STMicroelectronics had introduced a prototype of a fully integrated power system with a compact GaN-based LLC converter operating at 1 MHz from 800V.



Sector Semi-conducteurs Semi-conducteurs


Assurance vie

Context

Period
  • Period: 1T2026
Key reported figures
  • Revenue: 3,10Md€dedollars
  • EBITDA: 171M€dedollars
  • EBITDA margin: 5,5%
  • Net income: 37M€dedollars
  • Free cash flow: -723M€
  • 2,00Md€dedollars
Guidance from the release
  • Jean-Marc Chéry, Président du Directoire et Directeur Général de ST, a déclaré :
Risks mentioned
  • Diminution des charges liées aux capacités non utilisées.
  • Changements éventuels des tarifs douaniers globaux.
Opportunities identified
  • Contribution de l'activité capteurs MEMS de NXP au chiffre d'affaires net.

The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.

Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.

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