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SUNNYVALE, Calif. - Alpha and Omega Semiconductor Limited (Nasdaq:AOSL), a semiconductor company with a market capitalization of $845 million, announced Monday it will support the power requirements for NVIDIA’s new 800 VDC architecture designed for next-generation AI data centers. According to InvestingPro data, the company maintains a strong balance sheet with more cash than debt, positioning it well for this strategic initiative. Get deeper insights into AOSL’s financial health and growth potential through InvestingPro’s comprehensive Research Report, part of its coverage of 1,400+ US stocks.
The 800 VDC architecture represents a shift from traditional 54V power distribution systems and aims to power megawatt-scale racks needed for growing AI workloads. According to the company’s press release, the new architecture reduces power conversion steps and enables more efficient power delivery.
Alpha and Omega will provide Silicon Carbide (SiC) and Gallium Nitride (GaN) semiconductor products specifically designed for the higher voltage requirements of this architecture.
"As a key supplier to the high-performance data center market, our portfolio of SiC and GaN products is strategically aligned with the core technical demands of next generation AI factories with 800 VDC power architecture," said Ralph Monteiro, Senior VP of Power IC and Discrete Product lines at Alpha and Omega Semiconductor.
The company’s wide bandgap semiconductors will support various conversion stages in the new architecture, including high-voltage conversion using SiC devices and high-density DC-DC conversion with GaN FETs.
Alpha and Omega claims the 800 VDC architecture could deliver up to 5 percent improvement in end-to-end efficiency, 45 percent reduction in copper requirements, and significant reductions in maintenance and cooling costs.
The company’s product portfolio includes power MOSFETs, SiC and GaN devices, IGBTs, power ICs, and other power management solutions targeting applications in data centers, AI servers, consumer electronics, and automotive markets. With a current ratio of 2.56 and an overall Financial Health score of "FAIR" according to InvestingPro, AOSL demonstrates solid operational stability. Analysts have set price targets ranging from $25 to $35, reflecting mixed views on the company’s growth prospects. Discover more exclusive insights and 8 additional ProTips by subscribing to InvestingPro’s advanced analytics platform.
In other recent news, Alpha and Omega Semiconductor reported strong financial results for Q4 2025, surpassing both earnings and revenue expectations. The company achieved an earnings per share of $0.02, which significantly exceeded the forecasted $0.0033, representing a surprising 506.06% increase. Revenue also outperformed projections, reaching $176.5 million compared to the anticipated $166.4 million. Additionally, Alpha and Omega Semiconductor announced the launch of its AOZ17517QI series, a 60A eFuse designed for 12V power rails in servers, data centers, and telecom infrastructure. This new product features a low 0.65 milliohm on-resistance and comes in a compact 5mm x 5mm QFN package. The eFuse is designed to monitor and manage current flow, protecting components by turning off if high current persists. These developments highlight the company’s ongoing innovation and strong financial performance.
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