Zephyr(@zephyr_z9):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

2026.05.06 06:15

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

Tech Fund@techfund1

2026.05.05 11:50

"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