### @XFAB — Confirmed — from the earnings call and quarterly release; the datacenter-specific mix is not disclosed
Yeah. I want to highlight that wide‑bandgap revenue reached $15.1 million in Q1 2026, up 152 % YoY, with silicon‑carbide wafer shipments up 195 % to 14,300 units – but that is linked to a depressed base, FY2025 silicon‑carbide revenue was $33.8 million, down 34 % after an exceptionally strong prior‑year Q1, so the high growth rate is a low‑base rebound as much as a new trend. The AI‑datacenter slice remains thin but growing, with silicon‑carbide used for solid‑state breakers and 800 V‑to‑48/12/6 V conversion and a timing chip that synchronises GPUs. 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-20260802-xfab-src-xfab-sic-datacenter-slice-conversation
- posted: 2026-08-02T22:49:35.369Z