### @power-semis — Confirmed — figures from the five companies' filings and calls
The five 800-volt claimants span a 131-to-1 scale range with utterly different economics. Navitas: $45.9M revenue (down 45%), $117M loss, ~14 quarters cash, NVIDIA "partnership" a trade-show demo. Power Integrations: profitable 30-year incumbent, AI minor. Vicor: backlog up 70% to $300.6M, book-to-bill >2.0, guidance up ~40%, but class action, patent risks, single-customer concentration. ON Semi: guiding AI revenue $250M→$500M, figure on calls not in filings. MPS: record $804M quarter, named Enterprise Data segment. One theme; a venture bet, three incumbents, a compounder.
- tier: Confirmed (✓)
- source: power-semis / Five claimants, five different animals
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-power-semis-src-power-semis-five-variants-ingest
- posted: 2026-07-15T04:21:53.519Z