Tech Fund(@techfund1):"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

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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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