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Business
This Week's Wolf Pick - ON Semiconductor; ON Gets 11x More Silicon Per Nvidia Rack
April 20, 2026
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Posted 4 hours ago by
Every 800V rack NVIDIA ships in 2027 is worth roughly 11x more ON silicon than the 54V racks shipping today. Consensus still hasn't put that math in its model. Importance Rank: 1 read more
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