Key Takeaways
- 矽迪半導体(Hidi Semiconductor) raised a new round (Seed) from 蘇州創新投資集団(Suzhou Capital Group), 婧嘉投資.
- Sector: Technology, Software & Gaming, Energy Infrastructure & Renewables.
- Geography: China.
Analysis
Chinese power semiconductor innovator, Hidi Semiconductor, has successfully closed an additional angel funding round, securing tens of millions of yuan (equivalent to hundreds of millions of Japanese yen) from investors Suzhou Capital Group and Jingjia Investment. This capital infusion is earmarked for accelerating the development of power modules specifically designed for Solid-State Transformers (SSTs) and enhancing its product portfolio for AI data centers.
Established in 2023, Hidi Semiconductor focuses on integrated power module solutions, leveraging materials like Silicon Carbide (SiC) and IGBT-SiC hybrid technologies. The company's offerings cater to critical sectors including solar energy, energy storage systems, data center power supplies, and the rapidly evolving SST market. Hidi has already demonstrated significant product development traction, with nearly 60 types of modules designed and over 50 entering mass production.
A key highlight of Hidi's product line is its 3-level SiC power modules, which are finding adoption in next-generation power grids, renewable energy infrastructure, and smart device applications, particularly within SSTs, solar installations, and energy storage solutions. The company asserts its leadership in China for SST-focused power module shipments, a testament to its specialized approach in a technically demanding field.
The strategic importance of SSTs cannot be overstated; they represent a core technology for modernizing power systems, demanding high efficiency and reliability under challenging voltage and frequency conditions. Hidi's competitive edge lies in its ability to not only deliver high-power SiC modules for SSTs but also to provide integrated solutions, including drive circuit designs and reference hardware, thereby shortening customer development cycles. The company is currently testing 2-megawatt (MW) class SST power modules with end-users after validation by major industry players.
Beyond SSTs, Hidi is actively expanding its footprint in the energy storage sector. With the increasing deployment of large-capacity battery systems (exceeding 587Ah and 600Ah), the demand for high-output Power Conversion Systems (PCS) is escalating. To meet this need, Hidi has introduced a 430-kilowatt (kW) 3-level SiC power module. This expansion aligns with the global trend towards grid-scale energy storage and the integration of renewable sources.
Complementing its hardware development, Hidi has developed its proprietary simulation platform, PLSIM. This advanced tool integrates semiconductor modeling, circuit optimization, thermal analysis, and system validation, streamlining the design and data management process. PLSIM incorporates multiple AI agents to assist with tasks such as specification review, schematic generation, and design verification. A feedback loop allows AI models to be continuously refined based on engineer-verified results, ensuring accuracy and reliability in a human-in-the-loop approach.
With an annual production capacity exceeding one million units, Hidi Semiconductor's revenue is predominantly driven by new energy applications (approximately 80%), with significant contributions also coming from power equipment and data center power supplies. The company's future strategy involves increased R&D investment in SST and AI data center solutions, aiming to develop modules and systems with even higher power density, positioning itself to capitalize on the accelerating demand for advanced power electronics.