Equity Research European Technology Hardware 17 September 2025 European Technology Hardware Feedback on AI power semi call We hosted the former SVP of R&D at Infineon, Bob Carroll. We highlight key takeaways below, including upcoming AI data centre architecture changes, challenges and their impacts to power semi content for Infineon (OW) and STMicro (UW). How datacentre power architectures are changing Datacentre power architectures are undergoing a significant transformation. Traditionally, power was suppl ...