Every belief around data center and grid infrastructure demand hardened further, with a new 800-volt design win and Basler exceeding initial expectations reinforcing Littelfuse's positioning in high-power electrification spend.
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.