Theme
Power semiconductors
Wide-bandgap chips (SiC, GaN) and power-delivery silicon for AI data centers and electrification.
Power semiconductors covers the silicon-carbide and gallium-nitride devices, power-management ICs, and power-delivery modules that convert and route electricity for AI servers, EVs, and the grid — plus the equipment that tests them. Demand scales with both AI-compute power density and the broader electrification buildout.
Companies · 6
Monolithic Power Systems, Inc.MPWR
Market cap$66B
Conviction4 / 5
AI infrastructureData-center power & coolingPower semiconductors
Read profileonsemi (ON Semiconductor)ON
Market cap$34B
Conviction4 / 5
Power semiconductorsData-center power & coolingElectrification
Read profilePower Integrations, Inc.POWI
Market cap$3.5B
Conviction4 / 5
Power semiconductorsElectrification
Read profileVicor CorporationVICR
Market cap$7.1B
Conviction4 / 5
Power semiconductorsData-center power & cooling
Read profileAehr Test SystemsAEHR
Market cap$2.5B
Conviction3 / 5
AI computePower semiconductorsSemiconductor equipment
Read profileNavitas Semiconductor CorporationNVTS
Market cap$2.7B
Conviction2 / 5
Power semiconductorsData-center power & cooling
Read profile