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10x Expectations? | Five High-Consensus Power Semiconductor Targets in the English-Speaking Community
As mentioned earlier, NVIDIA is pushing an 800V DC architecture. Data center power supply systems need to switch from AC to DC entirely, which requires silicon carbide (SiC) and gallium nitride (GaN) power semiconductors.
The targets that major figures in the English-speaking community are discussing mainly focus on these five:
1⃣ $NVTS, Navitas (NanoSemi Semiconductor, ticker