Zephyr
@zephyr_z9
AI & Chips | Not Investment Advice | DYOD
Joined August 2023
724 Following 148.4K Followers
Some finesse from the ON semi CEO here
He didn't state that power consumption of racks is also increasing from 120kW to 600kW+
The actual growth is somewhere between 1.5x-2x power semis content per MW of compute, due to transition to 800 HVDC
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"Power semi content will 10x with the move to 800V racks. Lots of power semi content outside the rack with solid state transformers" - ON CEO
We did the last review of this space in Feb, link below. Will update in the coming weeks as the outlook continues to get better
$ON $IFX $WOLF $MPWR
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