Eight major state-owned enterprises acquired over 800 shares of power component manufacturer Transco Electronics, valued at over 144 million yuan. This investment is driven by accelerating upgrades to high-voltage DC and micro-grid power supply architectures in AI data centers, increasing demand for third-generation semiconductors and power management chips.
AI data center power infrastructure is shifting to high-voltage DC and micro-grids, driving specific demand for power components and third-generation semiconductors.