Business Update | THINKANTECH Q1 2025: Driving Global Breakthroughs Across Four Strategic High-Barrier Sectors
News Update
April 16, 2025
Business Update | THINKANTECH Q1 2025: Driving Global Breakthroughs Across Four Strategic High-Barrier Sectors
In Q1 2025, Nanjing THINKANTECH leveraged its core expertise in wide-bandgap semiconductors to achieve major breakthroughs across four strategic sectors: AI Computing Infrastructure, Consumer Fast Charging, Premium Audio Power, and Commercial Energy Storage.
By successfully entering the supply chains of multiple global Tier-1 brands, the company has demonstrated the international competitiveness of “China’s semiconductor solutions.” These landmark achievements solidify the company's technology leadership and accelerate its strategic deployment into premium global markets.
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01 AI Computing Infrastructure Breakthrough
Entering Global Tier-1 AI Server Supply Chains
Amid exponential growth in AI computing demand, THINKANTECH’s 700V enhancement-mode GaN power devices and 1200V SiC MOSFETs have successfully passed multi-stage reliability validation by a leading global AI server system provider, following nearly three years (2021–2024) of rigorous testing, from discrete devices to system-level integration.
Mass production orders are expected to begin in Q2 2025.
Key Technical Vectors & Economic Value:
• Unmatched Efficiency: The WBG hybrid architecture enables server power supply modules (PSUs) to surpass an ultra-high efficiency threshold of >96%, while compressing the form factor to just 1/3 of traditional silicon-based topologies.
• OPEX Reduction for Hyperscale Centers: In a typical 100,000-unit AI server cluster deployment, THINKANTECH’s solution slashes cooling-related energy dissipation by approximately 30%, cutting annual operating expenditures by tens of millions of RMB.
• Market Positioning: With the global AI server market projected to crest at USD 298 billion, THINKANTECH’s first-mover technical advantage positions it as a vital nexus in next-gen AI computing infrastructure.
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02 Leadership in Consumer Fast Charging
Mass Production with Global Tier-1 Smartphone Brands
In the consumer electronics sector, THINKANTECH achieved large-scale production in Q1 for a 45W GaN PD fast charging solution customized for a leading global smartphone brand.
The solution integrates the company’s X3G6516B5 GaN HEMT (700V E-mode, 150 mΩ, DFN 5×6 package), delivering high efficiency and compact design.
With major brands such as Apple and Huawei advancing toward 100W-class fast charging in flagship devices, THINKANTECH has entered a multi-brand supply phase, significantly strengthening its market position.
This rapid business growth not only reinforces the company’s technical leadership in consumer electronics, but also expands its brand visibility through hundreds of millions of end-user devices.
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03 Innovation in High-End Audio Power
Mass Production in Premium Audio Amplifier Market
In the professional audio sector, THINKANTECH’s GaN-based power solutions for high-end audio amplifiers have been certified by leading global brands and are now in mass production.
Compared with traditional silicon-based power supplies, GaN-based power solutions achieve a THD+N (Total Harmonic Distortion + Noise) reduced from >0.5% to 0.08% with professional studio monitoring-grade performance.
GaN’s high-frequency characteristics enable reduced switching losses, improved amplifier efficiency, more stable voltage and current output, and significantly lower electromagnetic noise.
Additionally, the 1200W amplifier power module is only one-fifth the size of conventional designs, aligning with the industry trend toward high power density and lightweight systems.
With the global high-end audio market expected to reach USD 12 billion by 2025, THINKANTECH is rapidly securing international orders, with projected 50% quarter-over-quarter growth in audio revenue in Q2.
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04 Breakthrough in Commercial Energy Storage
Mass Production of 1200V SiC Modules
In the renewable energy storage sector, THINKANTECH launched mass production in Q1 of its 1200V full-SiC modules (XS004HB120N6, XS003HB120N6) for a leading domestic commercial energy storage company.
Our SiC modules achieve ultra-low on-resistance of 3 mΩ and significant improvements in both conduction and dynamic performance, as well as higher energy conversion efficiency and reduced system losses.
These capabilities position THINKANTECH’s products to meet entry standards in mature markets such as North America and Europe.
With global energy storage installations expected to exceed 500 GWh by 2025, the company is accelerating development of 1700V high-voltage SiC modules, targeting grid-scale storage and EV powertrain markets.
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Flagship R&D Strategy: “Application-Driven Innovation”
The simultaneous scaling across four diverse domains is a direct result of THINKANTECH’s highly differentiated R&D methodology, rooted in three structural pillars:
• Vertical Integration:
Three laboratories, two testing centers, and a dedicated semiconductor packaging and testing facility enable full-process control with key process yields exceeding 99.2%
• Customer Co-Innovation:
Joint laboratories with global Tier-1 partners enable customized solutions for real-world scenarios, such as liquid-cooled AI servers and low-temperature fast charging
• Defensive IP Wall:
Holding an IP portfolio of 100+ GaN and SiC patents, core innovations in high-frequency thermal management and multi-chip packaging integration have built a formidable technological moat
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Looking Ahead
In 2025, THINKANTECH plans to increase R&D investment to 25% of revenue, focusing on automotive-grade SiC MOSFETs and 800V high-voltage fast-charging solutions. The company aims to achieve a breakthrough in the electric vehicle power semiconductor market.
As stated by the CEO during the quarter-review address:
“We are not just a device supplier; we are a driver of the energy efficiency revolution. As AI computing, green energy, and consumer electronics converge on wide-bandgap semiconductors, THINKANTECH is becoming the ‘power bridge’ connecting the future.”
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THINKANTECH’s Q1 2025 performance not only reflects technological breakthroughs, but also represents a broader shift in China’s semiconductor industry.
With Q2 mass production ramping up, the company is poised to accelerate its expansion into high-end global markets, contributing to the continued rise of “China’s semiconductor innovation.”
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About THINKANTECH Technology
THINKANTECH Technology is a manufacturer of wide-bandgap power semiconductor devices, founded by industry experts and a team of innovative professionals. The company specializes in the R&D and commercialization of power semiconductor devices and modules, including:
• Si MOSFETs & IGBTs
• GaN HEMTs
• SiC MOSFETs & SBDs
• IGBT and SiC modules
Its products are widely used in consumer electronics, photovoltaics & energy storage, automotive systems, AI servers, and industrial automation.
It is recognized as an Above-Scale Enterprise in 2022, and a National High-Tech Enterprise in 2023. It is also ISO9001 certified and has achieved IATF16949 automotive-grade certification in 2024.
Headquartered in Nanjing, THINKANTECH has established offices across Shenzhen, Suzhou, and other regions in China, with an expanding presence in North America and Taiwan.
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Contact Information
Nanjing Headquarters: +86-25-5118-0705
Shenzhen Branch: +86-755-3699-1759
Email: xinkansen@x-ipm.com
Official Website:
THINKANTECH Technology
