IDMs target AI margins, boosting Taiwan power suppliers

Digitimes
By Jingyue HsiaoJul 26, 2026, 9:10 pm126 ptsTrending
International IDMs such as Texas Instruments (TI) and STMicroelectronics are leaning into AI data-center demand, while the market's shift toward 400V and 800V power architectures is creating a longer runway for power semiconductors. Industry sources said the move could benefit Taiwanese suppliers in midrange…

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