Every constraint in the thesis hardened. Back-end fabs are near full load, AI power and cooling design wins are broadening across PSUs, BBUs, and timing, and SiC traction inverter qualifications are accelerating under tight supply.
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.