The Analysts

Call · @aznpr7de · unranked

@aznpr7de

@aznpr7de · Tue, Aug 18

Christopher L@Aznpr7de
简单聊一下800V功率半导体主题，下一波感觉可以接，大致观点如下： 1）行业端是早期、高确定性、多年结构性周期。物理硬约束摆在那, 密度继续往上爬，自然单机柜功率含量也要跟着涨。功率半导体的必要性，跟光模块一模一样，两者都是TAM同级几十亿美金，25% CAGR。目前市场热度来看，还有机会。
18d agoview on X ↗media on X

tweeted Tue, Aug 18 · counted from Wed, Aug 19 close

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Long AOSL, Long VICR, Long NVTS, Long WOLF · High confidence

Confidence

High0.98

Counted from

Wed, Aug 19 · market close

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.