Power Integrations

Looks like Power Semis are already starting price hikes.

Which is bullish thematically for US power semi trade from $Alpha &Omega(AOSL.US) to $Power Integrations(POWI.US), before the 800V DC shift fully hits.

China's Yangjie Technology, announced a 2nd price increase this year, raising prices across its full product range by 10%-15%, July 1.

Chongqing China Resources Micro, Silan Microelectronics, and NCE Power also price hiked.

“Demand is playing a larger role than costs in the latest round of price increases” from AI DCs, to energy systems, and new EVs.

Another potential beneficiary is the upstream material companies that make these:

- nonferrous metals like copper and tin.

-Plastic molding compounds

- chemicals, and packaging consumables

“Nearly all major Chinese power semiconductor makers have raised prices in 2026.” (Digitimes)

So positive read through on power semi adjacent (reduce China-driven price pressure + better pricing + demand validation)

Bro media… how is $XFAB a meme stock?

Can you not repeat the same mistake with $RPI this time?

They’re literally getting CHIPS ACT funding from the EU because of how critical they are.

And have $NVIDIA(NVDA.US) / $Nokia Oyj(NOK.US) evaluating their SiPH side of things, while they traded at a low ~1.28 P/B.

This just reminded me of $SOI low p/b but high growth verticals out of legacy segment drag.

$XFAB was literally mentioned for CHIPS ACT 2 next week in the blueprints… Which focuses around photonics.

The main revenue ramp was around power semis with $NVIDIA(NVDA.US) pushing 800 vdc.

So $Navitas Semiconductor(NVTS.US), $Power Integrations(POWI.US), $Wolfspeed(WOLF.US) and everyone have been taking off recently.

Markets just missed $XFAB, because they’re a lesser known foundry in power semis…But US Dpt. Of commerce pointed them out as the only high volume SiC foundry in the US 2Y ago.

I just happened to point out the connections.

Just because you don’t understand something, don’t just go call it a “meme stock” with price detached from fundamentals.

Source: Serenity