Power Integrations stock (US73739W1045): New ultra-slim PSU designs spotlight AI data-center ambitions

Power Integrations shares on Nasdaq trade against the backdrop of new ultra-slim auxiliary PSU reference designs for NVIDIA Kyber 800 VDC AI data centers announced at Computex 2026, underscoring the United States-based chip designer’s push into high-voltage AI infrastructure components.

Power Integrations shares on the Nasdaq Global Select Market are trading with fresh attention from investors after the United States-based power semiconductor specialist introduced two new ultra-slim auxiliary power supply reference designs tailored for NVIDIA Kyber 800 VDC AI data centers at Computex 2026, reinforcing its positioning in the fast-growing AI infrastructure market, according to a Business Wire release dated 05/31/2026.

The company announced that the designs, DER-1110 and DER-1114, are built around its 1,700 V InnoMux-2 IMX2353F integrated switcher and target 800 VDC high-voltage AI data-center architectures, aiming to minimize PSU footprint while maintaining high efficiency and wide safety margins on the 800 V bus, as detailed in the same Business Wire communication on 05/31/2026.

In the release, Power Integrations highlighted that DER-1110 is a 35 W multi-output flyback power-supply reference design, while DER-1114 is a 15 W single-output flyback design, both intended to provide compact auxiliary power for AI accelerator racks and associated control circuitry within high-voltage data-center systems.

Management emphasized at Computex in Taipei that these reference designs are intended to help AI data-center operators and power-supply manufacturers accelerate design cycles and reduce board space, leveraging Power Integrations’ high-voltage GaN-based technology and integration expertise for demanding 800 VDC environments.

The stock, listed in the United States under the ticker POWI, provides German investors optional access via secondary trading venues such as Tradegate, where pricing is typically derived from the primary Nasdaq line and quoted in euros, linking European retail activity back to the US home listing.

The new PSU designs arrive as hyperscale operators and enterprise customers expand computing capacity for AI workloads, with the 800 VDC architecture promoted by NVIDIA Kyber aiming to improve efficiency and reduce copper usage in large-scale data centers, according to coverage in data-center trade publications at the end of May 2026.

By offering auxiliary PSUs optimized for the Kyber ecosystem, Power Integrations is positioning its high-voltage integrated circuits as building blocks not only for board-level power but also for broader AI-infrastructure deployments, potentially increasing the company’s design-win pipeline over the medium term.

The company noted that the reference designs can be downloaded free of charge from its website, allowing power-supply engineers to evaluate performance parameters such as efficiency, thermal behavior, and transient response in AI data-center conditions without upfront licensing fees.

As of 06/01/2026, investors tracking the US semiconductor and power-electronics sector are assessing how incremental AI-related product announcements such as these may translate into future revenue contributions, even though the company has not attached explicit sales guidance to the specific Kyber-focused designs.

As of: 01.06.2026

By the editorial team - specialized in equity coverage.

At a glance

• Name: POWI
• Sector/industry: Power semiconductors and energy-efficient power conversion
• Headquarters/country: San Jose, United States
• Core markets: AC-DC conversion, industrial and consumer power supplies, data centers, automotive and renewable energy
• Key revenue drivers: High-voltage integrated circuits, gate drivers and related power-conversion components for consumer, industrial, automotive and infrastructure applications
• Home exchange/listing venue: Nasdaq Global Select Market (POWI)
• Trading currency: USD

Power Integrations: core business model

Power Integrations develops and sells high-voltage power-conversion chips and related components that enable compact, efficient power supplies across consumer, industrial, automotive and infrastructure applications, with revenue primarily generated from design wins that embed its integrated circuits into end-customer systems.

What banks and research houses say about Power Integrations

No verified analyst coverage was identified at the time of publication.

Conclusion

The Computex launch of ultra-slim auxiliary PSU reference designs for NVIDIA Kyber 800 VDC AI data centers puts Power Integrations’ high-voltage power-conversion technology in the spotlight for AI infrastructure applications. While investors still await concrete financial data linking these designs to revenue, the move underscores the company’s strategic intent to participate more deeply in next-generation data-center architectures. For equity watchers in the United States and abroad, the stock’s response to AI-related design wins and product introductions remains a key element in assessing how the company may benefit from the broader build-out of AI computing capacity.

Disclaimer: This article does not constitute investment advice. The comprehensive scope of this informative article was made possible through the use of a.i.. Stocks are volatile financial instruments.