Stock LLM Wiki

報告_OCP2026_立訊_中壓直轉800VDC_20261015

PDF 原檔:報告_OCP2026_立訊_中壓直轉800VDC_20261015_original.pdf

講者公開簡報(OCP 官方 Recorded Content 頁提供下載)。文字以 PyMuPDF 逐頁抽取,### p<n> 為頁碼;圖表內容見原檔。

圖片清單(已驗證 2026-10-19)

檔名 頁 分類 親眼所見內容
報告_OCP2026_立訊_中壓直轉800VDC_20261015_p4.png p4 真資料圖 傳統 35kV/10MW 架構(變壓器+UPS+PDU+power shelf)對 Nova Link 35kV/10MW SST 的單線圖與數字對照:效率 93.3% 對 98.7%、佔地 188m² 對 9.6m²、交期 24-30 個月對 4 個月
報告_OCP2026_立訊_中壓直轉800VDC_20261015_p8.png p8 真資料圖 2.3kV SiC MOSFET 晶粒、ZPAK 功率模組到 35kV 液冷 power cell 實物:420kW/216L(1.94kW/L)、峰值效率 99.0%、接面溫度 225°C
報告_OCP2026_立訊_中壓直轉800VDC_20261015_p9.png p9 真資料圖 Nova Link 35kV/10MW 液冷 SST 貨櫃內部剖視圖:6.0×1.6×2.59m、10MW/9.6m²(1.04MW/m²)、98.7%、輸出 800/1500VDC、NEMA 3R、grid-forming、整合 SSCB、符合 OCP SST Spec V0.3
報告_OCP2026_立訊_中壓直轉800VDC_20261015_p11.png p11 真資料圖 SST 效率對功率密度散點圖:Benchmark A-E 對 Nova Link 35kV/10MW(98.7%、1.04MW/m²)與 13.8kV/3MW(98.8%、1.11MW/m²),次世代目標 99%、1.5MW/m²

原始內容

p1

Jingkui Shi CEO, Luxshare-Tech & Zinsight Joint Venture Direct Medium-Voltage-to-800 VDC Conversion for AI Data Centers

p2

AI Rack Power Is Outgrowing Low-Voltage AC Distribution Rack power is approaching 1 MW, driving higher current and copper use in LVAC distribution. AI Rack Power Evolution Electrical Room Footprint AC Distribution Limitations Megawatt-scale AI racks require much higher power density across the power distribution system. Source: NVIDIA, 800 VDC Architecture: Industry Alignment & Execution Higher Current Larger Footprint Limited Scalability Source: ODCC, Guosen Securities Research Institute

p3

Power Infrastructure Is Not Scaling at the Pace of AI Compute Grid deployment and transformer supply are becoming critical schedule constraints. Accelerating Capacity Additions Constrained Transformer Manufacturing AI scaling now depends on how quickly power capacity can be manufactured and deployed. Sources: MBT/ Vietnam Transformer, image; Industrialsage, power-transformer lead-time report U.S. Data Center Annual Capacity Additions, 2024–2027F 5.7× Increase Annual additions rise from 6.4 GW in 2024 to 36.3 GW in 2027F. • Engineer-to-order production • High copper and steel content • Limited factory throughput Source: Goldman Sachs Research 128 weeks Reported U.S. power- transformer lead time

p4

Solid State Transformer Simplifies AI Data Center Power Infrastructure Replacing multiple conversion stages with one integrated medium-voltage platform Mult. Conversion Stages → One Integrated Platform 35 kV | 10 MW Solid State Transformer 13.8 kV/480 V XFMR+ MSB+ UPS + RPP+ AC/DC PSU, 4 × 2.5MW 35/13.8 kV XFMR, 1 × 10 MW Conventional 35 kV / 10 MW Architecture Nova LinkTM 35 kV / 10 MW SST Direct conversion reduces losses and footprint, but concentrates key challenges in the SST. 93.3% System Efficiency 188 m2 Equipment Footprint 24-30 Months Typical Delivery Lead Time 98.7% System Efficiency 9.6 m2 Equipment Footprint 4 Months Delivery Lead Time UPS AC DC DC AC - + 480 Vac PDU 800Vdc MV Switch Gear 35kV/13.8kV Transformer 35 kV Utility Grid 480 Vac 480 Vac AC DC Power Shelf 13.8 kV 13.8 kV/480 Vac Transformer 35 kV Utility Grid Solid State Transformer 35kV/800V SST - + DC DC 800Vdc BBU

p5

Challenge 1: Insulation and Thermal Co-design Typical MV Transformer Insulation Architecture DESIGN CONSTRAINT NOVA LINKTM RESPONSE 1 Frequency Scaling Magnetics shrink. Insulation does not. Fully Solid-Insulated Power Cell MV and LV circuits, including the transformer, share a coordinated solid- insulation system 2 Electro-Thermal Conflict Thicker insulation increases thermal resistance. Dedicated Cooling Path A dedicated thermal path cools the windings and magnetic core. 3 Insulation Aging CTE mismatch drives interface stress and delamination. Compliant Mechanical Decoupling Decouple the winding from rigid insulation. Insulation architecture sets power density and service life. Source: Prof. Chushan Li, Zhejiang University

p6

Challenge 2: Availability and Serviceability Cascaded ISOP Architecture DESIGN CONSTRAINT 1 High Component Count More devices create more failure points. Multi-Level Reliability Design System availability targets guide module- and device-level design. 2 Fault localization Cascaded cells complicate fault detection. Cell-Level Fault Isolation Local protection isolates and bypasses faults. 3 Repair time Diagnosis and replacement extend downtime. Rapid Cell Replacement Standard cells and quick-connect interfaces reduce MTTR. High availability requires fault-tolerant operation and short MTTR. Source: Adapted from J. W. Kolar, ETH Zurich 10 cells per phase | 30 cells per system | Common 800 VDC output NOVA LINKTM RESPONSE

p7

Challenge 3: Coordinating Grid, Load and Cell Dynamics DESIGN CONSTRAINT NOVA LINKTM RESPONSE 1 Grid-Side Disturbances Grid faults and voltage disturbances require fast, compliant response. Grid-Responsive Control Current regulation and fault ride- through (FRT) meet grid requirements. 2 Fast AI Load Transients Rapid load steps disturb the 800 VDC bus. Software-Defined Load Response Bus control and power slew rate match rack and BBU requirements. 3 Cell faults disrupt voltage sharing and modulation margin. Fault-Tolerant Reconfiguration Automatic bypass restores voltage sharing and continued operation. Grid, load and cell dynamics require coordinated control. Hierarchical SST Control Across Multiple Time Scales Cell Coordination and Faults

p8

From ZPAK SiC Module to 35 kV/420 kW Liquid-Cooled Power Cell 99.0% Peak Cell Efficiency Integrated Redundancy Aux. power, communication and control 5 x 6 mm die size 4.6 mΩ·cm² specific on-resistance Optimized for high-frequency switching 420 kW In 216 L 1.94 kW/L Including 35kV insulation <5nH commutation inductance 0.2 mΩ package resistance 225°C junction-temperature capability Automotive-grade package 2.3 kV SiC MOSFET ZPAKTM Power Module 35 kV Liquid-Cooled Power Cell

p9

Nova Link 35 kV/10 MW Liquid-Cooled SST 98.7% System Efficiency 800/1500 VDC Output Options NEMA 3R Outdoor enclosure Grid-forming Capability Integrated SSCB Protection OCP SST Spec. V0.3 Compliant Direct 35 kV-to-800/1500 VDC Conversion 10 MW In 9.6m2 1.04 MW/m2 Complete-system footprint density Product Specifications: 2.59 m 1.6 m 6.0 m

p10

Nova Link 13.8 kV/3 MW Air-Cooled SST 99% Power Cell Efficiency 98.8% System Efficiency 800/1500 VDC Output Options IP 21 Indoor Enclosure 3 MW In 2.7 m2 1.11 MW/m2 Complete-system footprint density Product Specifications: 13.8 kV/3 MW Air-Cooled SST 13.8 kV/ 100 kW Power Cell 2.2 m 1.2 m 10 power cells per phase

p11

SST Performance Benchmark and Nova Link Roadmap 97.00% 97.50% 98.00% 98.50% 99.00% 99.50% 100.00% 0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 1 1.1 1.2 1.3 1.4 1.5 1.6 Efficiency Power Density (MW/m2) Benchmark A: 3 MW, LFT+Si Benchmark C: 10 kV, 2.5 MW Benchmark B: 10 kV, 3 MW Benchmark D: 10 kV, 1 MW Benchmark E: 35 kV, 4.2 MW Nova LinkTM: 35 kV | 10 MW 98.7%| 1.04 MW/m2 Nova LinkTM: 13.8 kV | 3 MW 98.8%| 1.11 MW/m2 Next-Gen Target: 99%, 1.5 MW/m2 SST Performance Benchmark and Next-Generation Targets Note: Benchmark data are based on publicly reported values. Efficiency and power-density boundaries may vary by supplier. NEXT GENERATION TARGETS 99% System Efficiency 1.5 MW/m2 System Power Density KEY TECHNOLOGY LEVERS • Lower-Loss Converter Topology • High-Performance Insulation • High-Performance Magnets • Next-Gen SiC MOSFETs

p12

Thank You! Questions? Visit Luxshare-Tech Booth A31