Home / Themes / AI '26: Power Components
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Theme thesis · 5/5 sections · Tickers 12 with notes · 4 pending
Bull / Bear Details has the investment thesis and bull/bear points. Overview is monitoring guidance (hiring, forums, second-order trends, search keywords, Google Trends, datasets).
The AI '26: Power Components theme continues its hypergrowth, fueled by AI's insatiable and supply-limited power demands. This necessitates a fundamental shift
The AI '26: Power Components theme continues its hypergrowth, fueled by AI's insatiable and supply-limited power demands. This necessitates a fundamental shift to high-efficiency, high-density power solutions, including advanced materials and integrated designs. Despite cyclical headwinds and execution risks, the structural AI tailwind makes the bull case more compelling.
The exponential growth of AI compute, particularly the shift to 800V DC architectures and higher power GPUs, is creating unprecedented, supply-limited demand for advanced power management ICs, voltage regulator modules, and power supplies, driving non-linear content gains per server rack.
The accelerating transition from traditional silicon to advanced wide-bandgap materials like Silicon Carbide (SiC) and Gallium Nitride (GaN) is a critical enabler for AI power efficiency, offering superior performance (faster switching, lower losses, higher power density) essential for managing AI data center loads.
The industry trend towards highly integrated power solutions, such as system-on-chip designs and power modules, simplifies customer designs, reduces component count, and significantly increases the Average Selling Price (ASP) and value capture for component suppliers, enhancing customer stickiness.
Despite robust AI demand, many companies retain significant revenue exposure to cyclical end-markets like automotive and industrial. A 'gradual and uneven' recovery in these sectors, coupled with persistent macroeconomic uncertainties and prioritization of AI shipments, can offset AI-driven growth.
The market for AI power components, especially in wide-bandgap materials like SiC and GaN, is highly competitive, featuring large incumbents and specialized players. This intense competition can lead to pricing pressure, particularly in SiC and commodity-like segments, potentially compressing gross margins.
Meeting the surging, supply-limited demand for AI power components requires substantial capital investments in new manufacturing capacity (e.g., new fabs, 300mm/SiC transitions) and flawless execution. Persistent supply chain constraints, delays in fab ramps, or lengthy customer qualification cycles could lead to missed revenue targets.
User experiences with new AI server components, power supply failures, thermal issues, efficiency comparisons, component reviews.
Technical discussions on wide-bandgap materials (SiC, GaN), power IC design, manufacturing process challenges (200mm/300mm), supply chain bottlenecks, and competitive landscape.
Deep dives into server hardware, power supply unit (PSU) reviews, data center architecture discussions, and efficiency benchmarks for AI systems.
Industry discussions on power management trends, SiC/GaN adoption, new product announcements, and talent movement.
Real-time industry news, expert opinions, conference highlights, and emerging technology discussions.
Metric/field Total Capital Expenditure (USD Billions) announced in earnings calls
Cadence quarterly
Why it matters Directly indicates investment levels in AI data center infrastructure, which drives demand for power components.
Signal to watch Upward revisions or sustained high levels signal strong demand.
Confidence: high
Metric/field Global Semiconductor Sales (Monthly, USD Billions)
Cadence monthly
Why it matters Reflects the overall health and demand trends in the global semiconductor industry, impacting all theme constituents.
Signal to watch Consistent growth indicates a healthy underlying market for power components.
Confidence: high
Metric/field Industrial Production: Manufacturing: Durable Goods: Electrical Equipment, Appliance, and Component (NAICS = 335) (IPG335S)
Cadence monthly
Why it matters Directly reflects the production activity in sectors that consume power components, including industrial and some consumer electronics.
Signal to watch Sustained or increasing production indicates robust demand from end markets.
Confidence: high
Metric/field North American Semiconductor Equipment Book-to-Bill Ratio (3-month average)
Cadence monthly
Why it matters A leading indicator for future semiconductor manufacturing capacity expansion, crucial for advanced power devices like SiC and GaN.
Signal to watch A ratio above 1 indicates increasing orders for equipment, signaling future capacity growth.
Confidence: high
Metric/field Global Light Vehicle Production (units, quarterly forecast)
Cadence quarterly
Why it matters Indicates demand for automotive semiconductors, a significant segment for many theme constituents (e.g., Infineon, ON, STMicro).
Signal to watch Upward revisions or actual increases in production signal stronger demand for power components in EVs.
Confidence: high
Metric/field Search interest over time for 'AI power supply' (relative search volume index)
Cadence weekly
Why it matters Reflects general market and industry interest in critical AI infrastructure components, a core growth area for the theme.
Signal to watch Sustained or increasing search interest indicates growing awareness and demand.
Confidence: high
Metric/field Search interest over time for 'Silicon Carbide' and 'Gallium Nitride' (relative search volume index)
Cadence weekly
Why it matters Indicates the adoption and technological transition towards wide-bandgap materials, which are crucial for AI power efficiency.
Signal to watch Rising interest suggests increasing industry focus and potential for design wins.
Confidence: high
Metric/field Number of new posts/comments mentioning 'AI server power', 'SiC', 'GaN', '800V DC' (daily count)
Cadence daily
Why it matters Provides real-time insights into user experiences, technical challenges, and emerging trends in AI server components and power solutions.
Signal to watch Increased discussion volume, especially around new products or efficiency gains, indicates market activity.
Confidence: medium
Metric/field Frequency and content analysis of press releases mentioning 'AI data center power', '800V architecture', 'SiC', 'GaN', 'vertical power delivery' (event count)
Cadence event_driven
Why it matters Directly signals major players' strategic focus, new infrastructure deployments, and evolving power requirements for AI.
Signal to watch Increased mentions and specific technical details indicate accelerated adoption and demand.
Confidence: high
Metric/field Total number of new job postings for 'SiC Engineer', 'GaN Engineer', '800V Power System Architect', 'Digital PMIC Designer' (monthly count)
Cadence monthly
Why it matters Indicates industry investment in R&D, manufacturing, and scaling of advanced power component technologies for AI.
Signal to watch Sustained or increasing demand for these specialized roles signals strong growth expectations.
Confidence: high
Metric/field Global AI Data Center Power Semiconductor Market Revenue Forecast (USD Billions)
Cadence annually
Why it matters Provides a comprehensive market size and growth outlook for power semiconductors specifically for AI data centers, directly validating the theme's thesis.
Signal to watch Upward revisions to market size and growth rates indicate stronger secular tailwinds.
Confidence: high
Metric/field Number of job postings for 'SiC Engineer', 'GaN Engineer', 'Power Semiconductor Design Engineer' by MPWR, ON, IFX, NVTS, STM, WOLF (monthly)
Cadence monthly
Why it matters Indicates specific investment in R&D and manufacturing capacity for critical technologies by theme constituents, signaling their growth focus.
Signal to watch Significant increases in postings for these roles suggest accelerated internal development and scaling.
Confidence: high
Metric/field Volume and value of imports/exports for HS codes related to 'power management ICs', 'silicon carbide wafers', 'GaN power devices' (monthly)
Cadence monthly
Why it matters Provides insights into the physical flow of critical components, indicating manufacturing activity, supply chain health, and regional demand shifts.
Signal to watch Consistent growth in relevant component shipments suggests robust production and demand.
Confidence: medium
Metric/field Market share of leading suppliers in AI Server Power Supply Units (by revenue/units) and adoption rate of SiC/GaN in new designs (quarterly)
Cadence quarterly
Why it matters Tracks the competitive landscape and the actual adoption rate of advanced power solutions within AI data centers, directly impacting theme constituents.
Signal to watch Increasing market share for theme constituents and rising SiC/GaN adoption rates are bullish signals.
Confidence: high
Metric/field Average Power Density of AI Server Racks (Kilowatts per Rack) and forecast (annually)
Cadence annually
Why it matters Rising power density indicates increasing demand for compact, high-performance power solutions, directly benefiting advanced power component providers.
Signal to watch Continued upward trend in power density validates the need for high-efficiency, high-density power components.
Confidence: high
| Metric | Cadence | What It Signals | Update Source |
|---|---|---|---|
| Global AI Data Center Power Semiconductor Revenue (USD Billions) | Annually (with quarterly updates/guidance from key players) | Accelerating growth indicates strong adoption of advanced power components in AI infrastructure, supporting a bullish view for the theme. Deceleration may signal market saturation or competitive headwinds. | LLM_Approved |
| Percentage of New AI Server Power Supplies Utilizing SiC or GaN Semiconductors | Annually (with ad-hoc updates from company announcements) | Increasing percentage signals a critical technology transition, driving demand for high-efficiency power components. Stagnation may indicate adoption challenges or cost barriers. | LLM_Approved |
| Average Power Density of AI Server Racks (Kilowatts per Rack) | Annually/Bi-annually (as data center infrastructure evolves) | Rising power density indicates increasing demand for compact, high-performance power solutions, directly benefiting advanced power component providers. Stagnation suggests slower infrastructure upgrades. | LLM_Approved |
| Catalyst | Estimated Timing | Estimated Date Start | Estimated Date End | Why It Matters | Ticker Or Theme Specific | Source Types | Contributing Tickers | Mention Count | Base Score | Source Weight | Specificity Weight | Macro Bridge | Macro Bridge Multiplier | Theme Score | Date Aggregated | Manual Override | Bridge Mention Count | Theme Base Score | Theme Importance Score | Catalyst Source | Catalyst ID | Transcript Date | Source Type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Finalization and initial disbursement of Wolfspeed's $750 million CHIPS Act grant, contingent on the completion of its capital restructuring. This will significantly bolster its balance sheet and accelerate its multi-billion-dollar U.S. silicon carbide capacity expansion. | Q3 2026 - Q4 2026 | 2026-09-01 | 2026-12-31 | This grant is critical for Wolfspeed, a leading producer of Silicon Carbide (SiC) materials and substrates, to complete its multi-billion-dollar U.S. capacity expansion. Its finalization will alleviate potential supply bottlenecks for a key foundational material required by many theme constituents and bolster U.S. semiconductor supply chain resilience for AI power components. | Theme | theme_composer | WOLF, ACLS, ON, NVTS, IFX.XETRA, STM | 6 | 0.0043 | 1.18 | 0.92 | Economic | 1.25 | 0.5788 | 2026-09-05 | False | 1 | 1.0345 | 140.3871 | Theme composer | |||
| Following its official opening on July 2, 2026, the ongoing production ramp-up of Infineon's new Smart Power Fab in Dresden is critical for increasing manufacturing capacity for high-margin AI MOSFETs and analog/mixed-signal products, particularly those supporting AI power demand. | Q3 2026 - Q4 2026 | 2026-07-02 | 2026-12-31 | This facility is crucial for Infineon to meet its ambitious AI-related revenue targets of €1.5 billion in FY26 and €2.5 billion in FY27, as demand is currently supply-limited. A successful and timely ramp will alleviate supply bottlenecks and enable significant revenue growth for a key theme constituent, with potential read-through for overall wide-bandgap semiconductor supply. | Ticker | theme_composer | IFX.XETRA, WOLF, ACLS | 3 | 0.0018 | 1.18 | 0.92 | 1.0 | 0.1987 | 2026-09-05 | False | 1 | 0.4153 | 45.0801 | Theme composer | ||||
| Closure of the Hailo acquisition, which is expected to significantly advance Microchip's AI on the edge roadmap. | sometime in September | 2026-09-01 | 2026-09-30 | This acquisition is anticipated to accelerate MCHP's AI on the edge roadmap by approximately five years and contribute to rapid revenue growth for Hailo's products. | Ticker | MCHP (ticker) | MCHP_5ca94cd2 | 2026-08-06 | earnings_transcript | ||||||||||||||
| STMicroelectronics' ability to achieve progressive sequential gross margin improvement through Q3, Q4 2026, and into 2027. | progressively improvement in Q3 and Q4 and then, of course, in 2027. | 2026-07-01 | 2027-12-31 | Consistent gross margin expansion would demonstrate successful execution of manufacturing reshaping, improved utilization, and favorable product mix, positively impacting profitability and valuation. | Ticker | STM (ticker) | STM_cf59c210 | 2026-04-23 | earnings_transcript | ||||||||||||||
| Acceleration of growth in the acquired NXP MEMS sensor business beyond its historical low single-digit rate. | this one to accelerate | 2026-07-09 | 2027-12-31 | Faster growth from the acquired business would enhance STMicroelectronics' automotive sensor portfolio and contribute positively to overall revenue and market share in this segment. | Ticker | STM (ticker) | STM_06f7c620 | 2026-04-23 | earnings_transcript | ||||||||||||||
| Successful ramp-up of capacity for AI data center products to meet unconstrained customer demand. | second half of the year | 2026-07-01 | 2026-12-31 | The ability to quickly expand capacity is essential for STMicroelectronics to capture the significant upside from new AI-driven programs and achieve its revenue targets for data centers, directly impacting revenue and market share. | Ticker | STM (ticker) | STM_51622d32 | 2026-04-23 | earnings_transcript | ||||||||||||||
| Regulatory approval and closing of the Empower Semiconductor acquisition. | a little later following regulatory approval | 2026-07-01 | 2026-10-31 | The acquisition is expected to expand ADI's total addressable market within the hypergrowth AI accelerator space and solidify its position, driving significant revenue growth starting in fiscal 2027. | Ticker | ADI (ticker) | ADI_607f9973 | 2026-05-20 | earnings_transcript | ||||||||||||||
| Resumption of sequential gross margin improvements of 10-20 basis points quarter-over-quarter, driven by longer backlog and a favorable product mix shift towards higher-value modules. | at some time during the year (2026) with incremental sequential improvements of maybe 10 to 20 basis points quarter over quarter | 2026-04-01 | 2026-12-31 | Achieving this would signal favorable product mix and pricing power, supporting profitability; failure to improve would indicate continued margin pressure at the low end of their target range. | Ticker | MPWR (ticker) | MPWR_fce6944a | 2026-02-05 | earnings_transcript | ||||||||||||||
| Industry-wide adoption of vertical power solutions in data centers. | in 2026 | 2026-01-01 | 2026-12-31 | Increased adoption of vertical power solutions is a natural market evolution that will drive demand for MPWR's high-density power management products, benefiting its data center segment. | Theme | MPWR (ticker) | MPWR_40df1d75 | 2026-02-05 | earnings_transcript | ||||||||||||||
| Announcement of development of next-generation 10 kV SiC devices with a prominent lead customer. | coming weeks | 2026-08-23 | 2026-09-30 | This signifies a significant technological leap and a strong partnership for ultra-high voltage SiC, potentially unlocking future large-scale design wins and market leadership in advanced grid applications. | Ticker | NVTS (ticker) | NVTS_d277815a | 2026-07-27 | earnings_transcript | ||||||||||||||
| Customer qualifications/design wins for Navitas' 100V and 650V GaN products and reference 10 kW 800V→50V all‑GaN DC-DC platform (samples being evaluated by > a dozen customers and co‑development boards in use). | ongoing sampling and customer evaluations; material P&L contributions expected in 2027 | 2026-02-24 | 2027-12-31 | Confirmed hyperscaler/ODM design wins and production qualifications would drive materially higher content per rack and revenue (bullish); prolonged sampling, failed qualifications or wins by competitors would delay the expected 2027 inflection and pressure valuation (bearish). | Ticker | NVTS (ticker) | NVTS_67a24c58 | 2026-02-24 | earnings_transcript | ||||||||||||||
| Start of production under the long-term GaN technology and manufacturing partnership with GlobalFoundries (U.S.) announced Nov 20, 2025. | production expected to begin later in the year | 2026-07-01 | 2026-12-31 | On‑shoring and foundry production with GlobalFoundries could materially reduce unit costs, support secure supply to U.S. hyperscalers and enable scale; delays or underperformance would hurt cost reduction plans, margins and timing of revenue ramp. | Ticker | NVTS (ticker) | NVTS_78152770 | 2026-02-24 | earnings_transcript | ||||||||||||||
| Implementation of a second round of price increases to offset rising input costs. | We are implementing a second round of price increases | 2026-08-10 | 2026-09-30 | This action is crucial for offsetting increasing raw material and external manufacturing costs, supporting the company's gross margin targets and overall profitability. | Ticker | ON (ticker) | ON_872d424a | 2026-08-03 | earnings_transcript | ||||||||||||||
| ON Semiconductor Analyst Day in New York. | September 16 | 2026-09-16 | 2026-09-16 | This event provides a platform for management to detail strategic initiatives, updated market opportunities, and financial outlook, which can significantly influence investor perception and valuation. | Ticker | ON (ticker) | ON_8f8e8cd8 | 2026-08-03 | earnings_transcript | ||||||||||||||
| Commencement of quarterly reporting for end market net sales breakdown. | at the end of each quarter (next instance at end of September quarter) | 2026-09-30 | 2026-09-30 | This new reporting practice will offer increased transparency and detailed insights into MCHP's performance across key end markets, improving investor understanding and modeling. | Ticker | MCHP (ticker) | MCHP_13fac47d | 2026-08-06 | earnings_transcript | ||||||||||||||
| Ongoing announcements and updates from major hyperscale cloud providers (e.g., Amazon, Microsoft, Google, NVIDIA) regarding their capital expenditure plans and investments in AI infrastructure, including new data center builds and GPU deployments. | Q3 2026 Earnings Season (October - November 2026) | 2026-10-01 | 2026-11-15 | Hyperscaler spending is the primary demand driver for AI power components. Positive updates on increased CapEx signal sustained and growing demand for the high-density, high-efficiency power solutions provided by all theme constituents. This provides a macro-level validation for the entire investment theme. | Theme | theme_composer | MPWR, ON, NVTS, IFX.XETRA, STM, MCHP, ACLS, DIOD, VSH, WOLF, 6817.T, MRN.PA | 12 | 0.0065 | 1.18 | 1.0 | 1.0 | 0.7631 | 2026-09-05 | False | 1 | 2.2572 | 266.3506 | Theme composer | ||||
| Start of production and loading of the Sanan silicon carbide manufacturing facility in China. | starting the end of 2026 | 2026-10-01 | 2026-12-31 | This marks a significant step in STMicroelectronics' China for China supply chain strategy and expands its silicon carbide production capacity, supporting future revenue growth in the automotive and industrial sectors. | Ticker | STM (ticker) | STM_7998986f | 2026-04-23 | earnings_transcript | ||||||||||||||
| Reduction of Mobile business to 'insignificant' levels as a percentage of revenue (management: Mobile to become insignificant by end of '26). | by the end of 2026 | 2026-10-01 | 2026-12-31 | If mobile revenue falls as guided, the mix shift to higher‑margin high‑power markets should lift ASPs and gross margins; if mobile remains material, the pivot to Navitas 2.0 is incomplete and margin expansion will be harder to achieve. | Ticker | NVTS (ticker) | NVTS_26d3d5dc | 2026-02-24 | earnings_transcript | ||||||||||||||
| Infineon will significantly revise upward its revenue forecast for fiscal year 2027 from power supply solutions for data centers, encompassing both AI and classical data centers. | as part of our quarterly earnings announcement in November | 2026-11-01 | 2026-11-30 | This revision signals stronger-than-expected demand and growth in the high-margin AI power segment, which is a primary growth engine and valuation driver for Infineon, directly impacting future revenue and profitability. | Ticker | IFX.XETRA (ticker) | IFX.XETRA_6a5ed6ad | 2026-08-05 | earnings_transcript | ||||||||||||||
| ON Semiconductor's Q3 2026 earnings report will offer updates on the acceleration of its AI data center business, progress on non-core revenue exits, and the trajectory of gross margin expansion driven by its 'Fab Right' strategy and improving utilization. | November 2, 2026 | 2026-11-02 | 2026-11-02 | ON Semiconductor is a dominant force in wide-bandgap silicon for AI data centers. Its performance provides a key indicator of the health and growth of the AI power components market, particularly regarding SiC and GaN adoption, and the success of its strategic pivot to higher-value products. | Ticker | theme_composer | ON, WOLF, NVTS, IFX.XETRA, STM | 5 | 0.0034 | 1.18 | 1.05 | 1.0 | 0.4156 | 2026-09-05 | False | 1 | 0.828 | 102.5831 | Theme composer | ||||
| The Electronica 2026 trade fair, a leading international exhibition for electronic components, systems, and applications, will feature new product announcements, technology roadmaps, and strategic partnerships relevant to AI power components. | November 10-13, 2026 | 2026-11-10 | 2026-11-13 | This major industry event provides a platform for theme constituents to showcase advancements in power management ICs, wide-bandgap semiconductors (SiC/GaN), and integrated power solutions for AI. Announcements made here can signal new design wins, technological breakthroughs, and competitive shifts across the theme. | Theme | theme_composer | MPWR, ON, IFX.XETRA, NVTS, STM, MCHP, ACLS, DIOD, VSH, WOLF, 6817.T, MRN.PA | 12 | 0.0065 | 1.18 | 1.05 | 1.0 | 0.8013 | 2026-09-05 | False | 1 | 2.2572 | 279.6681 | Theme composer | ||||
| STMicroelectronics' ability to achieve 'well above $1 billion' in AI data center revenue for 2027. | well above $1 billion for 2027 | 2027-01-01 | 2027-12-31 | Achieving or exceeding this target, especially by successfully ramping capacity to meet unconstrained demand, would strongly validate the company's AI strategy and significantly boost revenue, valuation, and investor sentiment. | Ticker | STM (ticker) | STM_a555c4a7 | 2026-04-23 | earnings_transcript | ||||||||||||||
| Design wins and production ramps for ultra‑high‑voltage 2.3 kV and 3.3 kV SiC modules (management said evaluations with >15 OEMs and accelerated sampling). | significant revenue growth starting in 2027 (design cycles longer) | 2027-01-01 | 2028-12-31 | Large design wins and ramps in grid/energy infrastructure would create meaningful high‑ASP SiC revenue and diversify the company's TAM beyond data centers (bullish); slow adoption or competitive displacement would reduce the longer‑term SAM conversion and delay profitability (bearish). | Ticker | NVTS (ticker) | NVTS_8e251387 | 2026-02-24 | earnings_transcript | ||||||||||||||
| Ramp and transition to 8-inch production with GlobalFoundries and accelerated manufacturing capacity in 2027 (management said GF collaboration will accelerate in 2027). | accelerate in 2027 | 2027-01-01 | 2027-12-31 | A successful 2027 ramp (including transition to 8-inch) is a key enabler of the expected 2027 material revenue inflection and gross margin improvement; failure to ramp on schedule would delay the 2027 revenue/margin thesis and keep unit costs elevated. | Ticker | NVTS (ticker) | NVTS_0a8e3b91 | 2026-02-24 | earnings_transcript | ||||||||||||||
| Realization of full benefits from the Agrate 300mm fab and the transition to 8-inch silicon carbide production as part of the manufacturing reshaping program. | end of '27 and entering in '28 | 2027-10-01 | 2028-12-31 | These programs are crucial for long-term capacity expansion, manufacturing efficiency, and gross margin improvement, significantly impacting the company's competitive position and profitability. | Ticker | STM (ticker) | STM_07615dd3 | 2026-04-23 | earnings_transcript |
Market Commentary
| Date | Type | Comment | Detail | Sentiment | Tickers |
|---|---|---|---|---|---|
| 2026-08-07 | Theme Update | The AI '26: Power Components theme continues its hypergrowth, driven by escalating AI demand for high-efficiency, high-density power. Constituents like STM, ON, MPWR, and Infineon report strong AI revenue growth and increased targets, confirming rapid adoption of 800V DC, GaN, and SiC. Capacity expansion is critical and ongoing. While cyclical headwinds and competition persist, the structural AI tailwind remains robust, validating the theme's compelling bull case. | Market Commentary | Bullish | MPWR, ON, IFX.XETRA, NVTS, STM, ADI, POWI, ALGM |
| 2026-08-19 | Theme Update | The AI '26: Power Components theme continues hypergrowth, driven by escalating AI demand. Constituents report significant AI revenue acceleration and increased targets, validating the shift to high-efficiency, high-density power solutions like 800V architectures, SiC, and GaN. Capacity expansion and technological leadership in integrated solutions are critical. Despite cyclical headwinds, the structural AI tailwind remains robust, reinforcing the theme's compelling bull case. | Market Commentary | Bullish | MPWR, ON, IFX.XETRA, NVTS, STM, MCHP, ADI, ALGM, WOLF, POWI |
| 2026-09-05 | Theme Update | The AI '26: Power Components theme maintains hypergrowth, driven by escalating AI demand. Constituents report significant AI revenue acceleration and raised forecasts, validating the critical shift to high-efficiency, high-density power solutions like 800V architectures and wide-bandgap SiC/GaN. This is leading to substantial content gains per AI rack. While capacity expansion and execution risks exist, the robust structural AI tailwind reinforces a compelling bullish outlook. | Market Commentary | Bullish | MPWR, ON, IFX.XETRA, NVTS, STM, MCHP, ADI, ALGM, WOLF, POWI, DIOD, VSH |
