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10 Industrials Stocks Whale Activity In Today's Session
Are power semiconductors poised for another price hike? AI-driven electricity demand boosts sector; some companies may act in October
① **** manufacturers are reportedly set to raise prices for non-contract products by 10% to 15%, effective as early as October; ② Surging power consumption from AI applications has led to severe shortages of power semiconductors; ③ AI data centers are generally upgrading to 800V DC high-voltage direct current architectures, significantly raising requirements for power conversion efficiency and device voltage ratings.
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