Tech Fund
@techfund1
Former PM at major fund. Long term tech investor & software engineer. Join our newsletter with 15,000+ subscribers –
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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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Power Semis in the AI Data Center don't get much attention - however, growth is exploding here.
We review the key players:
