The global installed capacity of newly built AI data centers is expected to reach 100GW by 2030.

According to institutional estimates, the global installed capacity of newly built AI data centers is expected to reach 100GW by 2030. If the penetration rate of SST reaches 20%, the overall market space will be 50-100 billion yuan, of which high-frequency transformers will account for 7.5-15 billion yuan and power electronic devices for 20-40 billion yuan.