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“Infineon stands out as a clear leader here, boasting the broadest portfolio and acting as the leading 1.2–3.3kV SiC MOSFET supplier, qualified by Nvidia for 800”
@au_xbt · AU🧲
Infineon dominates all three AI datacenter power delivery stages and is the clearest beneficiary of the AI infrastructure power semiconductor cycle.
IFNNYLONG@ $91.13
$72.50-20.44%
since call Jun 28
“Monolithic Power Systems is a major force here, gaining significant share in VRM sockets and showing strength with hyperscalers for custom ASIC power delivery.”
@au_xbt · AU🧲
Monolithic Power Systems is gaining share in AI VRM and custom ASIC power delivery sockets, making it the highest-growth US-listed AI power semiconductor play.
MPWRLONG@ $1,287.73
$1,426.39+10.77%
since call Jun 28
peak +15.6%
in postLONG
“美股目前功率半导体还是跟存储”
@au_xbt · AU🧲
DRAM prices are surging 98% YoY while fabs run above 90% utilization, and the CXMT/Apple catalyst confirms demand is outpacing all supply; Micron is the pure-play US winner.
MULONG@ $1,109.32
$815.10-26.52%
since call Jun 28
TIMESTAMPS
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