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Industry analyst Qian Luo discusses the forces reshaping power semiconductors, highlighting AI infrastructure and growing interest in drones and humanoid robotics. He sees gallium nitride (GaN) becoming a leading choice for AI data-center power conversion, while adoption expands in lower-voltage applications often served by silicon. Luo explains how EPC’s experience, system-level solutions, demonstration designs, and simulation support distinguish it in the market. Looking ahead, he points to robotics and drones as near-term growth areas, with electric vehicles among future opportunities.