Flowvium
Kembali ke Explorer

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.

Bagikan:
⇄ Compare

Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($2.2B)

Data statis (memuat keuangan langsung…)

Enterprise Data (38%)
Automotive (22%)
Communications (18%)
Consumer & Industrial (22%)

Komposisi segmen dan pelanggan utama

Detail produk

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

Hubungan Rantai Pasok

Pelanggan Utama

NVIDIA Corporation

Power modules for GPU server platforms

Dampak: High — growing AI power customer

Microsoft Corporation

Power ICs for Azure server boards

Dampak: Medium

Pemasok Utama

Taiwan Semiconductor Manufacturing Company

Wafer fabrication

Dampak: Critical — primary foundry

Konteks makro dan pasar

반도체Berita sektor

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

Katalis mendatang

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

Berita terkini

Memuat berita...

Analisis AI

Klik "Dapatkan Analisis AI" untuk analisis rantai pasok Monolithic Power Systems.

Info Perusahaan

Kantor Pusat

Kirkland, Washington, USA

Didirikan

1997

Karyawan

4,000+

Gambaran umum sektor — 반도체

Berita sektor

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

Tema utama

  • •AI 가속기(H100/B200) 수요 공급 불균형 지속
  • •Gate-All-Around 공정 전환 → 장비 교체 사이클
  • •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

Katalis mendatang

  • ◆TSMC Q2 실적 (2026.04.17)
  • ◆NVIDIA GB300 양산 착수 발표