Featured · Silicon
Microchip joins the AI rack power fight just as its pricing power comes back
The 800-volt power designs Navitas is placing in Nvidia's rack ecosystem switch on Microchip silicon, a design win inside a fight the market reads as Navitas versus Vicor. Pricing power is back after Microchip's worst downturn, but the design has no production date and the balance sheet carries $5.1 billion of net debt.
· 4 min read


