The recent launch of Microchip Technology's 3.3 kV HV‑D3 mSiC® Power Modules marks a significant development in the AI chips landscape, particularly for AI hyperscale data centers. These new silicon carbide modules are designed to facilitate the adoption of solid-state transformers (SSTs), which offer improved power efficiency and reduced conversion stages, enhancing the delivery of power directly from the medium-voltage grid to server racks. The innovation addresses limitations traditionally posed by bulky, low-frequency transformers, thereby increasing power availability for operations such as token generation. Additionally, these modules are well-suited for a variety of high-voltage systems, offering robust thermal performance and high power density, extending their application beyond data centers to fields like transportation and defense.

• Microchip Technology (NasdaqGS:MCHP) last closed at $98.05 up 4.9%.

Elsewhere in the market, Micron Technology (NasdaqGS:MU) was a standout up 19.3% and ending the day at $895.88, not far from its 52-week high. In the meantime, Piotech (SHSE:688072) lagged, down 11.1% to end the day at CN¥667.00.

Best AI Chip Stocks

• Advanced Micro Devices (NasdaqGS:AMD) finished trading at $503.89 up 7.8%, hovering around its 52-week high.
• Broadcom (NasdaqGS:AVGO) finished trading at $422.01 up 1.9%, not far from its 52-week high. On Tuesday, the company unveiled the BCM68850, the first 50G ITU-PON home gateway SoC with integrated NPU and Wi-Fi 8 compatibility.
• NVIDIA (NasdaqGS:NVDA) settled at $214.86 down 0.2%.

Next Steps

• Navigate through the entire inventory of 131 AI Chip Stocks including Analog Devices, Semiconductor Manufacturing International and Jinko Solar here.
• Seeking Other Investments? The end of cancer? These 33 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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