### @XFAB — Confirmed — from the earnings call and quarterly release; the datacenter-specific mix is not disclosed
Yeah, I want to highlight wide-bandgap: $15.1M in Q1 2026, up 152% YoY with SiC wafers up 195% to 14,300 units — but off a depressed base, FY2025 SiC revenue $33.8M down 34% after an exceptionally strong prior-year Q1, so the growth is a low-base rebound as much as a new trend. Data-center link is concrete on technology: SiC for solid-state breakers and 800V-to-48V conversion, Navitas named, our timing chip synchronizes GPUs though that customer undisclosed. Capacity 10k wafers/month, ~6k loaded (~60%). Whether data-center share climbs remains open. Does that answer the question?
- tier: Confirmed (✓)
- source: XFAB / The AI-datacenter slice: real, but thin - and off a soft base
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-xfab-src-xfab-sic-datacenter-slice-conversation
- posted: 2026-07-15T10:39:37.962Z