PR Newswire TechnologyCodex · 实盘不做把握 6/10
北京时间·🕒 发布 16:00:00时区推断·⟳ 抓取 16:00:49·⚡ 决策 07-29 16:03:06 +2m17s·90.4 天前
新唐日本发布面向AI服务器BBU的16串电池监控IC并计划9月量产
这是新唐日本子公司的自有产品发布，样品已可供货并计划2026年9月量产，方向上利好AI服务器电源管理产品线。
📄 原文PR Newswire Technology↗ 原文
Nuvoton Releases 16-cell Battery-monitoring ICs with Daisy-chain Communication for AI Servers
KYOTO, Japan, July 29, 2026 /PRNewswire/ -- Nuvoton Technology Corporation Japan (hereinafter "NTCJ") announced on July…
不做 新唐科技（4919.TW）
自有新品发布未披露客户、订单金额、出货量或收入贡献，属于AI服务器零组件软催化，无法证明对新唐科技（4919.TW）有短周期可交易增量，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-29 · 扩散 low · price-in 风险 medium ↗
关键理由
- 这是新唐日本子公司的自有产品发布，样品已可供货并计划2026年9月量产，方向上利好AI服务器电源管理产品线。
- 但公告未披露客户、订单金额、设计导入、出货量或收入贡献，无法量化对新唐收入、利润或市值的短周期增量。
- AI服务器BBU用BMIC属于细分零组件新品，不足以单独形成同向可执行交易，且没有明确二阶供应链订单传导。
主要风险
- 若后续披露被主流AI服务器BBU/OEM客户设计导入或签订量产订单，需要由新信号重新评估。
原文全文
展开原文 · 3,110 字
Nuvoton Releases 16-cell Battery-monitoring ICs with Daisy-chain Communication for AI Servers
KYOTO, Japan, July 29, 2026 /PRNewswire/ -- Nuvoton Technology Corporation Japan (hereinafter "NTCJ") announced on July 29 that it will begin mass production in September 2026 of battery-monitoring ICs (BMICs), KA49703A and KA49713A, optimized for battery backup units (BBUs) used in AI servers. As AI servers become critical infrastructure supporting modern society, ensuring continuous operation requires highly reliable power systems capable of running 24/7 throughout the year. By leveraging the company's proven automotive-grade daisy-chain communication technology in 400V/800V high-voltage BBU applications, the KA49703A and KA49713A help realize highly reliable and efficient power architecture.
Key visual: https://cdn.kyodonewsprwire.jp/prwfile/release/M108245/202607212859/_prw_PI4fl_DQP84WFU.png
Image1: https://cdn.kyodonewsprwire.jp/prwfile/release/M108245/202607212859/_prw_PI5fl_cwkcyY99.png
The KA49703A and KA49713A incorporate daisy-chain communication technology. Multiple BMICs can be connected in series, enabling systems with up to 55 devices while minimizing wiring requirements and ensuring robust communication even in high-voltage environments. This architecture reduces the need for additional MCUs and isolation components, simplifying system design, reducing component count, minimizing board space, and improving overall reliability. The compact QFP-48 package (7 mm x 7 mm) also helps address the stringent space constraints found in AI server BBUs. Combined with high-precision voltage measurement accuracy of plus or minus 2.9 mV, the device enhances both monitoring performance and safety in next-generation power systems.
Figure: https://cdn.kyodonewsprwire.jp/prwfile/release/M108245/202607212859/_prw_PI3fl_w0WeDG3t.png
AI-server BBUs and large-scale ESS installations contain numerous lithium-ion cells and are often transported over long distances by ship or truck. Minimizing power consumption during transportation and storage is therefore essential. However, conventional ICs incorporating daisy-chain communication typically exhibit increased shutdown current, leading to battery drain during storage and transport. To solve this issue, the KA49713A incorporates a dedicated transportation and storage mode that reduces shutdown current to less than 0.1 microampere. This significantly minimizes battery depletion during transportation and storage, extends allowable storage periods, reduces recharge requirements, and contributes to lower operating costs.
Through continued expansion of its BMIC product lineup, NTCJ will further advance battery-monitoring technologies and contribute to realizing a sustainable and highly reliable energy society. Samples are already available, with mass-production shipments scheduled to start in September 2026.
For more information about the product, please visit: https://nuvoton.co.jp/semi-spt/apl/rd/?id=1100-0357
About Nuvoton Technology Corporation Japan: https://www.nuvoton.co.jp/en/
SOURCE Nuvoton Technology Corporation Japan
KYOTO, Japan, July 29, 2026 /PRNewswire/ -- Nuvoton Technology Corporation Japan (hereinafter "NTCJ") announced on July 29 that it will begin mass production in September 2026 of battery-monitoring ICs (BMICs), KA49703A and KA49713A, optimized for battery backup units (BBUs) used in AI servers. As AI servers become critical infrastructure supporting modern society, ensuring continuous operation requires highly reliable power systems capable of running 24/7 throughout the year. By leveraging the company's proven automotive-grade daisy-chain communication technology in 400V/800V high-voltage BBU applications, the KA49703A and KA49713A help realize highly reliable and efficient power architecture.
Key visual: https://cdn.kyodonewsprwire.jp/prwfile/release/M108245/202607212859/_prw_PI4fl_DQP84WFU.png
Image1: https://cdn.kyodonewsprwire.jp/prwfile/release/M108245/202607212859/_prw_PI5fl_cwkcyY99.png
The KA49703A and KA49713A incorporate daisy-chain communication technology. Multiple BMICs can be connected in series, enabling systems with up to 55 devices while minimizing wiring requirements and ensuring robust communication even in high-voltage environments. This architecture reduces the need for additional MCUs and isolation components, simplifying system design, reducing component count, minimizing board space, and improving overall reliability. The compact QFP-48 package (7 mm x 7 mm) also helps address the stringent space constraints found in AI server BBUs. Combined with high-precision voltage measurement accuracy of plus or minus 2.9 mV, the device enhances both monitoring performance and safety in next-generation power systems.
Figure: https://cdn.kyodonewsprwire.jp/prwfile/release/M108245/202607212859/_prw_PI3fl_w0WeDG3t.png
AI-server BBUs and large-scale ESS installations contain numerous lithium-ion cells and are often transported over long distances by ship or truck. Minimizing power consumption during transportation and storage is therefore essential. However, conventional ICs incorporating daisy-chain communication typically exhibit increased shutdown current, leading to battery drain during storage and transport. To solve this issue, the KA49713A incorporates a dedicated transportation and storage mode that reduces shutdown current to less than 0.1 microampere. This significantly minimizes battery depletion during transportation and storage, extends allowable storage periods, reduces recharge requirements, and contributes to lower operating costs.
Through continued expansion of its BMIC product lineup, NTCJ will further advance battery-monitoring technologies and contribute to realizing a sustainable and highly reliable energy society. Samples are already available, with mass-production shipments scheduled to start in September 2026.
For more information about the product, please visit: https://nuvoton.co.jp/semi-spt/apl/rd/?id=1100-0357
About Nuvoton Technology Corporation Japan: https://www.nuvoton.co.jp/en/
SOURCE Nuvoton Technology Corporation Japan
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