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XFAB#116

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Thesis

800vdc NVDA push benefits GaN/SiC players, Western supply chain preference for foundry models like XFAB

By @aleabitoreddit · View post ↗
Original post text

Just some mobile shower thoughts around $XFAB and train of thought: 1. 800vdc $NVDA push look for GaN/SiC players / power semis. 2. $NVTS and other fabless/fab-lite beneficiaries of $NVDA push probably use foundry models 3. care more about Western supply chains over Asia, https://t.co/YAaZeM7lNA

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T0 Price: —
Created: 2026-06-01 18:32:43
Scored: —
Updated: 2026-06-01T18:34:36.389328+00:00