Every constraint in the power semiconductor supply chain hardened simultaneously. Infineon is in allocation on AI power conversion, ramping GaN and SiC volumes into data center demand that shows no sign of softening.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 6, 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.