Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) and SOLUM have signed a Memorandum of Understanding (MoU) to strengthen their existing collaboration on high-voltage direct current (HVDC) power solutions for AI data centers.

Expanded Partnership Targets Three Key Power Applications

The announcement, made on 5 November 2026 from Munich, Germany, and Seoul, South Korea, builds on the companies' ongoing technical cooperation and outlines plans to expand their work across three key power applications: intermediate bus converters (IBCs), battery backup units (BBUs), and power supply units (PSUs).

The partnership comes as generative AI and high-performance computing drive higher power demand in data centers, making energy efficiency, power density and system reliability increasingly important. HVDC-based power architectures are emerging as a key technology for next-generation AI data centers, reducing power losses and improving reliability through more efficient power conversion and distribution.

Combining Semiconductor Expertise with Server Power Capabilities

Under the MoU, Infineon and SOLUM plan to combine Infineon's semiconductor and system expertise with SOLUM's capabilities in server power solutions and power module design and manufacturing. Together, the companies will explore high-efficiency HVDC solutions aimed at next-generation AI infrastructure.

“AI data centers require power infrastructure with increasing levels of efficiency, reliability, and power density,” said Adam White, Division President Power Systems at Infineon.

“Korea is at the forefront of technology innovation and a strong driver of AI, and SOLUM's server power capabilities complement what we bring on the semiconductor side. Together we want to advance HVDC power solutions for next-generation AI infrastructure.”

On the SOLUM side, the company views the collaboration as a way to strengthen its position in a rapidly evolving market. “AI is driving fundamental changes not only in computing performance but also in the power infrastructure that supports it,” said Jun Sung-ho, CEO of SOLUM.

“By working with Infineon, a global leader in power semiconductors, we will further strengthen SOLUM’s high-voltage, high-efficiency power design capabilities and pursue new business opportunities in next-generation AI data center power markets.”

Early-Stage Engagement and Technical Support

According to the announcement, Infineon will work with SOLUM from the early stages of relevant projects to review suitable technologies and product solutions. The German semiconductor company will provide reference designs and technical support throughout the collaboration.

Infineon brings a broad portfolio of power semiconductor solutions based on silicon (Si), silicon carbide (SiC), and gallium nitride (GaN), including CoolMOS, OptiMOS, CoolSiC, and CoolGaN devices, as well as PSOC microcontrollers and sensors.

The companies will also maintain a regular technical dialogue on next-generation developments. Through these efforts, Infineon and SOLUM aim to strengthen their long-term collaboration and accelerate the development of HVDC power systems for AI data centers.

Korea as a Strategic Market for AI Infrastructure

The MoU also reflects Infineon's broader engagement strategy in the Korean market. According to the company, Korea is a key market for AI infrastructure, and local companies build high-performing hardware that AI applications depend on.

With this agreement, Infineon aims to deepen its engagement with partners in Korea and to support the region's AI data center development with technical expertise and system understanding of AI data center power architectures.

The collaboration underscores a broader trend in the data center industry, as described in the announcement: the shift toward power architectures that can handle the escalating demands of AI workloads while minimizing energy losses. HVDC systems address this challenge by improving the efficiency of power conversion and distribution across the data center.

About the Companies

Infineon Technologies AG is a global semiconductor leader in power systems and IoT. The company drives decarbonization and digitalization with its products and solutions. Infineon had around 57,000 employees worldwide as of the end of September 2025 and generated revenue of about USD 16.53 billion in the 2025 fiscal year, which ended 30 September. The company is listed on the Frankfurt Stock Exchange and trades on OTCQX in the United States.

SOLUM, based in South Korea, brings capabilities in server power solutions and power module design and manufacturing to the partnership. Under the leadership of CEO Jun Sung-ho, the company intends to leverage the collaboration to build out its high-voltage, high-efficiency power design capabilities and to pursue new business opportunities in next-generation AI data center power markets.

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