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If you missed CPUs, CPU, optical modules, missed storage, advanced packaging, copper foil, and also missed MLCCs—there’s also a track that has just entered a logic of prices and volume rising together, along with a reversal in supply and demand: power semiconductors. By analogy, the logic of power semiconductors is similar to that of storage and MLCCs. Under the dual forces of capacity constraints and a surge in demand, leading companies benefit from full capacity utilization and gross margin recovery, resulting in very strong performance upside.