IN Brief:
- NOVOSENSE says GaN drivers and co-packaged GaN devices are shipping in volume for AI server power applications.
- Its portfolio covers AC-DC conversion, 800 V HVDC, rack-level power, isolation, sensing, control, and power management.
- First-half revenue reached RMB2.54 billion, up 66.7%, with industrial and energy applications contributing strongly.
NOVOSENSE says its high-voltage GaN driver ICs and mid- and low-voltage co-packaged GaN products are shipping in volume for AI server power applications as it expands across several stages of the data-centre conversion chain.
The company disclosed the shipment position alongside first-half 2026 revenue of RMB2.54 billion, up 66.7% year-on-year. Industrial and energy applications accounted for 57.96% of sales and grew by around 84%, with server power supplies among the digital-power applications contributing to the increase.
NOVOSENSE is approaching server power as a system-level component opportunity rather than a single transistor or driver market. Its portfolio spans AC-DC conversion, 800 V high-voltage DC architectures, rack-level DC-DC stages, and board-level conversion, supported by isolation, current sensing, gate-driving, interface, power-management, and control ICs.
Higher rack power is increasing the electrical penalty associated with current. Conduction losses, connector requirements, copper usage, and thermal density all rise as power increases, encouraging data-centre designers to examine higher-voltage distribution architectures that can move the same amount of energy with lower current.
An 800 V DC approach reduces current in part of the distribution path but increases requirements around isolation, switching, measurement, control, and protection. Fast wide-bandgap devices can improve conversion efficiency and switching frequency, while the supporting analogue components still have to operate accurately in the presence of high common-mode voltages and rapid transients.
GaN forms one element of NOVOSENSE’s response. The company says selected high-voltage driver ICs and mid- and low-voltage co-packaged GaN products are already in mass production with customers in China and other markets. Customer names and shipment volumes have not been disclosed, so the announcement establishes production adoption without providing a market-share measure.
The isolation portfolio includes digital isolators, isolated-power products, sensing devices, and interface ICs. Selected Adaptive OOK devices support data rates up to 150 Mbps, propagation delays below 15 ns, and common-mode transient immunity above 150 kV/µs, specifications suited to fast-switching converter environments.
Current measurement is covered by Hall-effect sensor families including the NSM201x, NSM211x, and NSM204x. In high-density server power systems, current sensing feeds both control and protection, allowing converters to respond to load changes while remaining inside electrical and thermal operating limits.
NOVOSENSE also offers isolated SiC gate drivers alongside GaN-specific drivers. Features highlighted for its GaN devices include negative-bias regulation and bootstrap management, reducing the amount of external support circuitry needed to maintain appropriate gate conditions around fast switching devices.
Real-time control is addressed through MCUs using dual Arm Cortex-M7 cores operating at up to 400 MHz. These devices are intended for digital control loops and supervisory functions across power-conversion stages where switching behaviour, telemetry, fault response, and communication increasingly sit inside software-controlled architectures.
The supporting analogue portfolio includes temperature sensors, precision references, flyback controllers, LDOs, buck converters, supervisors, and signal buffers. None is unusual in isolation, but covering more of the circuit surrounding the main power switch gives NOVOSENSE additional opportunities to win content inside each server power platform.
The company’s first-half mix helps explain that strategy. Signal-chain chips generated 39.8% of revenue, power-management products 34.6%, and sensor devices 25.3%. Server power can draw components from all three groups, particularly as power conversion becomes more digitally controlled and closely monitored.
The next stage of the market will depend on how rapidly rack architectures adopt higher-voltage DC distribution and how GaN and SiC divide the available switching functions. NOVOSENSE has established volume shipments in parts of the chain; sustained adoption across multiple customers and conversion stages will show whether its broader analogue portfolio can expand around those initial GaN sockets.
