AI's biggest bottleneck could make these 2 stocks soar - MSN

While the market focuses on the computational power of AI logic chips, a more fundamental shift is underway in the supporting circuitry. The transition from 48-volt to 800-volt power architectures in ... Read original →

The shift to 800-volt architectures is triggering an underappreciated analog semiconductor renaissance. Driven by AI data centers and EVs demanding extreme power efficiency, PMICs have evolved from ancillary components into system-defining bottlenecks. This leap fuels demand for high-voltage GaN/SiC devices, isolated gate drivers, and precision current sensors—forcing a full-stack recalibration across foundry processes and packaging standards. Geopolitically, U.S. supply chain reshoring favors IDMs like TI and onsemi, granting them asymmetric control over yield and capacity, while Taiwan, China-based fabs risk exclusion if they lag in high-voltage BCD process adoption. European rivals like Infineon and ST are countering with integrated automotive power platforms, but U.S. leaders are fortifying moats via aggressive buybacks and deep customer co-design. Over the next 18 months, as 800V server racks and ultra-fast charging infrastructures scale, power analog chips will enter a rare phase of simultaneous volume and ASP growth—offering far more predictable returns than volatile AI compute silicon.