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MicrochipとNavitasの800V-to-6Vリファレンスデザイン：AIサーバー電源BOMへの影響

MicrochipとNavitasはGaNパワーステージとdsPIC33AK DSCを組み合わせ、AIラック向けの単一800V-to-6Vリファレンスデザインを発表。NvidiaのKyberエコシステムをターゲットとする。

公開日 更新日 4 分で読了 ✓ AI対応 共有

TL;DR — 3つの文

  • Microchip and Navitas jointly released an 800V-to-6V AI server power reference design on 2026-10-06, folding two conversion stages into one (S1).
  • The reference board uses 16 Navitas GaN power devices and is about 20% thinner than a smartphone, enabling close placement to the GPU board (S1).
  • Microchip supplies the dsPIC33AK DSC for control and the TA100 security chip for secure boot and firmware authentication on the same board (S1).

引用元: key_takeaways （実フィールド、最大3件）。事実と分析は別々にラベル付けされています。

MicrochipとNavitasの800V-to-6Vリファレンスデザイン：AIサーバー電源BOMへの影響 — Semiconductor News news briefEditorial cover for a Semiconductor News brief. Chip motif; headline "MicrochipとNavitasの800V-to-6Vリファレンスデザイン：A". Reported key numbers: 16. 1 cited source. Static cover (no animation).SEMICONDUCTOR NEWS · NEWS BRIEFMicrochipとNavitasの800V-to-6Vリファレンスデザイン：AREPORTED KEY NUMBERS161 sourceXAIPART
Cover image generated from data already shown on this page: the category motif, the headline, and reported key numbers. No decorative illustration; no third-party image.

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Reported by THE ELEC on 2026-10-06. Summarized and analyzed by XAIPART Editorial.

What happened

Microchip Technology and Navitas Semiconductor unveiled a power-conversion reference design for artificial intelligence (AI) data centers on Oct. 6, combining two conversion stages into one to reduce losses compared with conventional 800V-to-50V-to-6V designs.S1 The 6V output is ultimately stepped down to less than 1V by a voltage regulator module (VRM) on the graphics processing unit (GPU) board.S1

The board uses 16 gallium nitride (GaN) power semiconductors from Navitas, exploiting GaN's faster switching and lower loss versus silicon to shrink magnetic and passive components.S1 The board profile is described by the source as about 20% thinner than a smartphone, letting it sit close to the GPU board.S1

Microchip contributes the dsPIC33AK digital signal controller (DSC) that runs the power-conversion control loop and the TA100 security chip, which handles secure boot and firmware authentication.S1 Navitas first showed the basic power architecture at Nvidia's GTC 2026 developer conference in March; the two companies are now jointly offering the board, software, and design documentation as a reference baseline for server and power-equipment makers.S1

The reference design aligns with Nvidia's 800V-to-the-rack ecosystem, and Nvidia expects that approach to gain wider adoption starting with shipments of its next-generation rack system, "Kyber," in 2027.S1

Key numbers
MetricReported valueSource
Conversion topology800V to 6V in one stage (vs. conventional 800V to 50V to 6V)[S1]
GaN devices per board16[S1]
VRM output (final stage on GPU board)Less than 1V[S1]
Board thickness vs. smartphoneAbout 20% thinner[S1]
Efficiency gain numberNot disclosed[S1]
Reference-design pricingNot disclosed[S1]

Background timeline

  1. - Navitas unveiled the basic power architecture of the board at Nvidia's GTC 2026 developer conference.S1
  2. - Microchip Technology and Navitas Semiconductor announced the joint 800V-to-6V reference design, adding Microchip's dsPIC33AK DSC and TA100 security chip.S1
  3. - Nvidia expects broader adoption of the 800V rack approach starting with shipments of its "Kyber" next-generation rack system.S1

XAIPART take

Technical impact

Folding 800V directly to 6V in a single GaN stage eliminates the intermediate 50V bus and its associated magnetics, bulk capacitance and protection devices, which simplifies PCB layout and shrinks the converter footprint to a board roughly 20% thinner than a smartphone. Running the control loop on a dsPIC33AK DSC gives designers a deterministic core for tight regulation of a high-step-down ratio, while the TA100 brings hardware root-of-trust for secure boot and firmware authentication - both increasingly required as AI accelerators move onto rack-level boards adjacent to a GPU.

Market impact

The reference design signals that 800V rack power is moving from Nvidia keynote slides into vendor-ready building blocks that ODMs and power-supply makers can copy. Server and PSU OEMs evaluating Kyber-class racks in 2027 should expect GaN-based 800V-to-6V stages to become a default reference; silicon-MOSFET 50V intermediate bus designs risk being displaced in new AI rack platforms. Component buyers should anticipate longer qualification cycles for traditional 50V power stages while 650V-rated GaN parts, DSC supply, and secure-boot silicon are pulled into AI server BOMs. XAIPART analysis

Action

Procurement teams should open dialogue with Microchip on dsPIC33AK and TA100 lead times and with Navitas on 650V GaN device allocation, locking in slots on the joint reference design's documentation list so the in-house power team can benchmark efficiency before committing to a Kyber platform. Design engineers should request the board, software, and design files package to evaluate thermal density, EMI, and the less-than-1V VRM interface on their target GPU board footprint now, rather than after Kyber shipments begin in 2027. XAIPART analysis

XAIPART Forecast

XAIPART expects that by 2027-12-31, at least three announced server or PSU platforms built around Nvidia's Kyber ecosystem will publicly cite Microchip's dsPIC33AK or Navitas GaN parts as their 800V-to-6V conversion stage; if no public platform design win for dsPIC33AK or the joint reference design is disclosed by that date, this forecast is wrong. XAIPART analysis

Facts are as reported by the cited source. The design-in, sourcing and forward-looking statements above are XAIPART's analysis, not the source's claims. Quantitative efficiency improvement, reference-design pricing, and GaN device part numbers were not disclosed in the source; the Nvidia Kyber 2027 shipment statement is currently a single-source expectation from Nvidia as reported by THE ELEC and should be treated as unconfirmed until Nvidia publishes shipping guidance.

Corrections: none at publication. This brief will be updated with a timestamp if the source corrects its report.

Dated developments, extracted from this page's timeline (curated milestones = hollow markers).
Timeline of dated developmentsDated entries: 2026-03-01 2026 - Navitas unveiled the basic …; 2026-10-06 - Microchip Technology and Navitas…; 2027-01-01 - Nvidia expects broader adoption ….2026-03-012026 - Navitas unveiled the basic …2026-10-06- Microchip Technology and Navitas…2027-01-01- Nvidia expects broader adoption …

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XAIPART expects that by 2027-12-31, at least three announced server or PSU platforms built around Nvidia's Kyber ecosystem will publicly cite Microchip's dsPIC33AK or Navitas GaN parts as their 800V-to-6V conversion s... no public platform design win for dsPIC33AK or the joint reference design is disclosed by that date Pending

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Source: FRED · Generated · reference output z and composite are algorithm outputs, not a fetch snapshot

Cost pressure by dimension — composite stateDiverging bars for three dimensions around a zero midpoint. Input Cost has no reading; Supply Demand z -1.4711, notable; Fx Energy z 0.4541, neutral. Composite index -7.6, band neutral.0Input costno readingSupply/demandz −1.4711 · notable46 dFX & energyz +0.4541 · neutral6 dcomposite −7.6 · neutral−100 · −40 · −15 · 0 · +15 · +40 · +100
Underlying values — copyable for verification.
DimensionFRED series IDUnitLagAs of
Input costPCOPPUSDM, PALUMUSDM, PNICKUSDMUSD/mt96 d
Supply/demandPCU334413334413, IPG3344Sindex(1982=100) / index(2017=100)46 d
FX & energyDEXCHUS, DCOILBRENTEU, DHHNGSPrate / USD/bbl / USD/MMBtu6 d

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Source fetched THE ELEC · www.thelec.net · 2,235 chars
Source sanity (S1) ok — passed before any model call (no s1_ block recorded)
Model / prompt MiniMax-M3 · prompt Blog Agent - News Summary (v2.8-final) · 6,579 tokens · 32.3s · run completed
Gate verdict hold · 6/6 applicable checks passed · spec v2.9 · C10 ratio 0.045601 · C10 rounds 0
Time contract 3 <time datetime> values in this brief — 0 violations (+08:00 or date-only)

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情報源

  1. Microchip, Navitas Unveil 800V Power Reference Design for AI Servers — https://www.thelec.net/news/articleView.html?idxno=14424 · rss · 参照日

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