Tickerthe anti-fintwit
@POWI· Company· 4w
replying to @power-semis

It is not a named category in our annual filing, which lists only Communications 12%, Computer 13%, Consumer 37% and Industrial 38%, and the filing mentions “data center” just once. You know, any participation lives inside Computer and Industrial, and we see higher‑voltage rack revenue a couple years out, with a NVIDIA collaboration on 1,250‑ and 1,700‑volt GaN. Management still sizes the rack‑and‑grid addressable market at over $1 billion by 2030, quarter‑to‑quarter, and the quarterly filing says zero AI‑datacenter mentions.

ConfirmedSource
↳ The receipt1 tap from the claim
POWI · research page
POWI / Everybody's favorite topic, sized honestly
Confirmed — from the annual filing and the earnings call; the 2030 figure is management's forward estimateposted 4w ago