I. Capacitors: A Key Bottleneck in the AI ​​Computing Power Supply Chain

The current AI computing power market is experiencing explosive growth, with server power supplies, data centers, and various computing infrastructures continuously upgrading towards higher power, higher density, and 24/7 operation.

In the overall equipment architecture, the PSU power supply's main power output and 48V DC bus play a crucial role in filtering, energy storage, and power-down voltage protection. The performance of the capacitors used directly determines the overall stability and lifespan of the AI ​​server.

Currently, mainstream industry solutions mostly use Japanese solid-state capacitors from NCC and Nichicon. However, tight production capacity at overseas factories and delivery cycles generally exceeding 10 weeks, coupled with rising raw material prices leading to continuously increasing procurement costs, have made these capacitors a core bottleneck in the computing equipment supply chain.

Addressing this critical industry need, YMIN has launched two solid-liquid hybrid capacitors: the NHT 63V 270μF (10×16) and the NHX 63V 470μF (10×21). Their performance fully rivals that of comparable Japanese products. Leveraging its own domestic production lines, YMIN achieves rapid delivery within 4 weeks, balancing cost reduction and stable supply—making them a mature and reliable domestic alternative.

II. Long-Term Reliance on Japanese Capacitors: Triple Risks Constraining Enterprise Production and Operations

Continuously using Japanese capacitors creates hidden risks in three dimensions: supply chain, procurement costs, and equipment operational reliability. These risks directly translate into tangible economic losses for enterprises. Specific problems include:
Supply Chain Risks: Long Delivery Cycles and Uncontrolled Production Pace
Insufficient overseas production capacity, with standard order delivery times generally exceeding 10 weeks and significant delivery fluctuations, easily leading to project delays and production line shutdowns. Daily downtime losses can reach hundreds of thousands of yuan.

Cost Risk: Rising raw material prices squeeze profit margins

Frequent price increases from Japanese manufacturers and large-scale inventory buildup tie up significant working capital, leading to a continued decline in overall project profitability.

Equipment Reliability Risk: Prone to component failure under harsh operating conditions

Faced with the high-current surges and prolonged high-temperature, full-load operation of AI servers, Japanese capacitors still pose a risk of failure, easily causing CPU and GPU crashes, significantly increasing equipment return rates, and damaging the company's product brand reputation.

In summary, Japanese capacitors cannot simultaneously meet the stringent standards of delivery timeliness, procurement costs, and the high-power, high-temperature operation of AI servers, making domestic substitution imperative.

III. Yongming NHT/NHX Hybrid Solid-Liquid Capacitors: A Seamless Domestic Substitution Solution for All Scenarios

Addressing the various shortcomings of Japanese capacitors, Yongming leverages its complete domestic R&D and manufacturing supply chain to create the NHT and NHX series of hybrid solid-liquid capacitors, achieving three core values: comparable performance, direct replacement, cost reduction, and guaranteed supply.

3.1 Three Core Advantages of Product Selection

(1) Seamless Pin-to-Pin Compatibility, Zero Additional Costs for Board Modification
The product's package size, pin specifications, and electrical parameters are fully compatible with mainstream Japanese models, supporting direct replacement without the need for PCB redesign or modification, saving engineering costs and time associated with modification and secondary verification.

(2) Locally Owned Production Line, Significantly Improved Supply Efficiency
Relying on its own domestic production base for independent manufacturing, the delivery cycle for regular orders is reduced to 4 weeks, a significant advantage compared to the more than 10 weeks of supply cycles for Japanese products. This avoids the risks of supply disruptions and delays from the source, ensuring a stable mass production pace.

(3) Stable and Reliable Under Harsh Operating Conditions, Lower Overall Procurement Costs
The product has undergone multiple rounds of high-temperature and high-current aging verification, ensuring its reliability fully matches the standards used in AI servers. Under the same performance indicators, the unit price is lower than that of Japanese products, simultaneously balancing product quality and mass production costs.

3.2 Five Core Technologies for Targeted Solutions to Power Supply Operation Challenges

Yongming addresses industry pain points in server power supplies, such as high-frequency ripple, high-voltage breakdown, current surges, and high-temperature aging, through proprietary material formulations and optimized structural design, addressing these issues from five key technical dimensions.

Yongming's NHT and NHX series do not simply benchmark against Japanese specifications; they have also undergone long-term high-temperature aging reliability verification. Real-world test data fully demonstrates the product's stable performance under long-term high-temperature and high-voltage conditions.

Data from a 4000-hour continuous aging test at 125℃ rated voltage shows:

The capacity decay curve is smooth with no significant fluctuations throughout, indicating stable dielectric activity under high-temperature conditions;

The ESR (Equivalent Series Resistance) remains low over a long period without abnormal increases, demonstrating consistent high-frequency filtering performance;

The leakage current stabilizes quickly and remains extremely low over a long period without sudden peaks, indicating reliable insulation performance and no risk of breakdown.

The complete set of test data clearly demonstrates that Yongming's solid-liquid hybrid capacitors exhibit smooth performance decay under all-weather, high-temperature, full-load conditions in AI servers, ensuring long-term stable operation of the entire system.

3.3 Practical Application Value

Technical Aspect: The core performance indicators of the replaced capacitors, such as withstand voltage, surge current resistance, ESR, and high-temperature lifespan, are on par with Japanese products. Filtering and surge protection performance are identical.

Enterprise Benefits: Significantly reduced equipment failure rate, after-sales repair costs, and downtime losses; shorter lead times ensure stable mass production, simultaneously optimizing overall system costs and maintaining brand reputation in the market.

IV. Optimal Total Cost of Ownership (TCO) Throughout the Lifecycle; Domestic Substitution is the Long-Term Optimal Choice

Simply comparing individual product purchase prices has limitations; the total cost of ownership (TCO) throughout the lifecycle is the core criterion for enterprise component selection. Yongming's NHT/NHX series not only achieves component substitution at cost but also helps enterprises avoid various hidden costs and manage supply chain risks: Zero modification investment, shortened project implementation cycle

Pin-to-Pin direct replacement design eliminates the need for additional costs such as PCB modification, new product retesting, and qualification verification, significantly accelerating the implementation of new projects.

Short lead times mitigate production stoppage risks and free up working capital.

A stable 4-week supply cycle eliminates the need for long-term, large-volume inventory, freeing up corporate cash flow and completely preventing huge losses from production line shutdowns due to material shortages.

Long lifespan and low failure rate reduce subsequent maintenance costs.

The high reliability and long lifespan of the products significantly reduce the frequency of equipment maintenance and component replacements, resulting in lower overall lifecycle maintenance costs.

Overall value summary: Yongming capacitors possess hardware quality comparable to Japanese brands, coupled with a local 4-week rapid delivery capability, adding stability to the supply chain for computing power companies. This allows for supply chain autonomy and control at reasonable procurement costs, leading to long-term cost reduction and efficiency improvement.

Core benefits of choosing Yongming solid-liquid hybrid capacitors: Direct replacement of Japanese products, saving on modification engineering costs; rapid local delivery avoids the risks of overseas supply disruptions and price increases; lower overall equipment lifecycle maintenance costs; and comprehensive benefits far exceeding initial procurement investment.

V. Frequently Asked Questions

Q1: Can Yongming NHT series directly replace Nichicon PCJ series? Q1: Are the package and pin spacing perfectly matched?

A1: They can be directly replaced. The NHT 63V 270μF (10×16) and NHX 63V 470μF (10×21) models have key electrical parameters such as size, pin spacing, ESR, and ripple current that are comparable to Japanese products. They support pin-to-pin replacement without modifying the PCB.

Q2: What is the lifespan of NHT capacitors under actual AI server hotspot temperatures of 85℃? Can a third-party testing report be provided?

A2: The standard specification for the NHT series is 125℃/4000 hours of long-term lifespan. Under normal equipment operating conditions at 85℃, the actual lifespan far exceeds the rated standard. Companies can request authoritative third-party testing reports from Yongming, including complete aging curves at 125℃ for 4000 hours, as well as full set of measured data on ESR, leakage current, and capacitance changes.

Q3: What is the lead time for regular NHT orders? Can urgent orders be expedited? Is there stock available?

A3: Based on our own domestic factory, standard order delivery time is approximately 4 weeks, a significant advantage compared to Japanese suppliers' 10+ weeks. For urgent production needs, you can contact the sales team to check available inventory and arrange expedited production, minimizing production line shutdowns due to material shortages.

VI. Summary and Contact Guidance

Yongming's NHT and NHX series solid-liquid hybrid capacitors, with their stable performance comparable to Japanese products and efficient local delivery, have become the preferred domestic alternative for AI server PSU 48V bus capacitors, helping major computing power companies achieve quality maintenance, cost optimization, and supply chain self-control.

For product specifications, free test samples, complete third-party testing reports, and industry case studies, please contact Yongming's sales and technical team for one-on-one dedicated selection technical support.