Pan Jit AI revenue hits 11% as orders stretch 6 months

Pan Jit’s AI revenue surging to 11% signals a structural shift in power semiconductor supply-demand dynamics. Technically, data centers’ demand for high-efficiency power management is accelerating GaN and silicon carbide adoption while forcing co-design with liquid cooling and advanced packaging. Regulatory pressures—from EU carbon rules to U.S. export controls—are inflating compliance costs and extending automotive qualification cycles, making supply chain redundancy non-negotiable. Competitively, Infineon’s order leakage isn’t isolated; STMicro and onsemi are doubling down on IDM resilience, while Taiwanese and Chinese players exploit agility to capture share. Over the next 12–24 months, AI-driven power chip shortages will catalyze regional manufacturing blocs and enforce tiered pricing. Crucially, this marks the tipping point where power semiconductors evolve from commodity components into integrated system solutions.