Yeah, the SiC backdrop was soft — I want to highlight wide-bandgap: $15.1M in Q1 2026, up 152% YoY, SiC wafers up 195% to 14,300 — but off a depressed base, FY2025 SiC revenue $33.8M down 34% after a strong prior-year Q1, so growth is a low-base rebound as much as a new trend. Data-center link: SiC for solid-state breakers and 800V-to-48V conversion, Navitas named

src ▸

XFAB / The AI-datacenter slice: real, but thin - and off a soft base

rcpt ▸

/p/p-day-20260730-xfab-src-xfab-sic-datacenter-slice-conversation ↗

ts ▸

2026-07-30T15:45:50.416Z