Tristan Gerra's questions to Diodes Inc (DIOD) leadership • Q2 2025
Question
Tristan Gerra asked about the significance of PCIe packet switches to the company's AI-related growth and whether this opportunity is expanding. He also questioned Diodes' pricing strategy in light of competitors raising prices and sought an update on the timeline for migrating production to in-house facilities.
Answer
SVP of Worldwide Sales and Marketing, Emily Yang, confirmed that PCIe packet switches are a key driver but part of a broader AI ecosystem opportunity that is expanding into industrial and security applications. She emphasized that Diodes' strategy is to maintain stable pricing to build long-term partnerships, viewing competitor price hikes as an opportunity to gain share. President & CEO, Gary Yu, added that the qualification of internal wafer fabs is progressing well with key customers, which is a critical initiative for the company.