[News] NVIDIA GB300 Ignites Supercapacitor Push Among Leading Taiwanese Suppliers

At GTC 2025, NVIDIA unveiled its latest GB300 server, which is expected to launch in the second half of 2025. According to Central News Agency, the integration of supercapacitor into its power system design has become a key highlight.

The report points out that several global companies—including Taiwanese firms YAGEO Corporation, Delta Electronics, and LITEON Technology—are actively investing in supercapacitor development for AI servers.

The built-in supercapacitor in NVIDIA’s GB300 is primarily designed to provide a stable power supply environment required by AI and cloud computing servers. The high-power capacitor module features lithium-ion capacitors (LIC), which offer high power density and long-duration support, along with fast charge and discharge capabilities, as highlighted by industry sources cited in the report.

As noted by the report, lithium-ion capacitors developed by Musashi Energy Solutions, a subsidiary of Japan’s Musashi Seimitsu Industry, have already been adopted in NVIDIA’s GB200 and is expected to also be integrated in its GB300.

NVIDIA GB300 Spurs Global and Taiwanese Suppliers’ Supercapacitor Development

Meanwhile, manufacturers in the U.S., Japan, and South Korea are actively expanding into the supercapacitor market. Japanese companies include Rubycon, Nichicon, and Chemicon; American companies include Maxwell and Eaton; while South Korean firms include VINATech and Korchip, according to the report.

Taiwanese companies are also working to enter NVIDIA’s GB300 power system and supercapacitor supply chain. For example, Delta Electronics unveiled a rack-mounted high-power capacitor module for AI and high-performance computing data centers at GTC, which also features built-in lithium-ion capacitors, as the report highlights.

LITEON Technology also announced at GTC that it will collaborate with NVIDIA on the development of next-generation power supplies, as mentioned by the report.

In addition, KEMET, a subsidiary of YAGEO Corporation, has been actively developing supercapacitor solutions. The report mentions that YAGEO has maintained a long-term partnership with NVIDIA and has successfully entered its server supply chain by being listed as an Approved Vendor (AVL).

TrendForce’s latest findings on the AI server supply chain have revealed that NVIDIA is expected to launch the GB300 chip ahead of schedule in 2Q25. According to TrendForce, recent supply chain developments indicate that GB300–related suppliers are set to initiate design planning in 2Q25.

The GB300 chip and Compute Tray are expected to enter production by May, with ODM manufacturers designing early engineering samples. By 3Q25, as rack system configurations, power specifications, and SOCAMM designs are finalized and move into mass production, GB300 full-rack systems are expected to gradually scale up shipments, as noted by TrendForce.

Read more

• [News] NVIDIA to Unveil GB300 at GTC, with Shipment Reportedly to Begin in May, Driving Cooling Demands
• NVIDIA GB300 To Feature Enhanced Specifications, Full Rack Shipments Expected to Gradually Scale in 3Q25, Says TrendForce

(Photo credit: NVIDIA)