Rumor: Delta Electronics inked a US$2 billion deal with Infineon (Germany) to supply SiC (Silicon Carbide), a key material for Nvidia’s 800VDC power architecture for AI data centers, media report. If true, the LTA would signal a rumored delay in Nvidia 800VDC was wrong, and industry has already started to secure supplies of SiC. $NVIDIA(NVDA.US) $STMicroelectronics NV(STM.US) $ON Semiconductor(ON.US) $Infineon Technologies(IFNNY.US) $Wolfspeed(WOLF.US) #ROHM
Source: Dan Nystedt
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