Communication revenue rose 10% sequentially and about 6% year-over-year. Diodes says its timing, connectivity and level shifting products are gaining traction with optical module manufacturers.
Diodes
Facts that name Diodes, newest first.
Diodes cites increasing demand for its silicon carbide solutions in high power AI data center power infrastructure. It says rising AI server power density creates opportunities across power management, monitoring, protection and thermal management.
Computing remains Diodes' largest end market. The company cites strong momentum in AI servers, data center and enterprise storage, and expects these to drive Q4 momentum.