Every prior thesis hardened in the same direction: AI server power conversion is entering production at hyperscale ODMs, memory and GPU supply constraints are tightening into calendar H2, and input costs are rising through the foundry chain.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 7, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.