Monolithic Power Systems

MPWRsupplier

Monolithic Power Systems designs high-performance power management integrated circuits for data-center, automotive, industrial, and consumer applications. Its power modules are increasingly critical for AI GPU server platforms.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($2.2B)

Datos estáticos (cargando finanzas en tiempo real…)

Enterprise Data (38%)

Automotive (22%)

Communications (18%)

Consumer & Industrial (22%)

Composición de segmentos y clientes principales

Detalles del producto

Data Center Power ICs35%

Voltage regulators and power modules for AI server racks and GPUs

Automotive Power Management25%

PMICs for ADAS, infotainment, and EV battery management

Industrial & Telecom Power25%

High-efficiency DC-DC converters for industrial and 5G infrastructure

Relaciones en la Cadena de Suministro

Clientes Clave

NVIDIA Corporation

Power modules for GPU server platforms

Impacto: High — growing AI power customer

Microsoft Corporation

Power ICs for Azure server boards

Impacto: Medium

Proveedores Clave

Taiwan Semiconductor Manufacturing Company

Wafer fabrication

Impacto: Critical — primary foundry

Contexto macro y de mercado

반도체Noticias del sector

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Próximos catalizadores

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

Últimas noticias

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Información de la Empresa

Sede Central

Kirkland, Washington, USA

Fundación

1997

Empleados

4,000+

Sitio Web

monolithicpower.com

Estado del sector — 반도체

Noticias del sector