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“Power semis is a moment, and analog is REALLY having its moment. As compute requires more power the attach for power semis is significant.”
@zephyr_z9
AI rack density scaling pulls power semiconductor content onto the tray itself, making MPWR the dominant pick-and-shovel play on the GPU power delivery bottleneck.
MPWRLONG@ $1,439.61
$1,425.82-0.96%
since call Jun 23
peak +6.1%
“analog is REALLY having its moment. As compute requires more power the attach for power semis is significant. And hard...”
@zephyr_z9
Analog control chips — sensing, regulation, eFuse, PMICs, telemetry — are a mandatory and growing layer in every AI rack, and TXN's data center revenue is accelerating at 90% YoY to confirm the structural shift.
TXNLONG@ $307.51
$274.83-10.63%
since call Jun 23
peak +1.3%
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