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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产品与营收

产品营收占比

营收构成 ($2.2B)

静态数据（加载实时财务…）

Enterprise Data (38%)

Automotive (22%)

Communications (18%)

Consumer & Industrial (22%)

业务板块构成与主要客户

产品详情

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

供应链关系

主要客户

NVIDIA Corporation

Power modules for GPU server platforms

影响: High — growing AI power customer

Microsoft Corporation

Power ICs for Azure server boards

影响: Medium

主要供应商

Taiwan Semiconductor Manufacturing Company

Wafer fabrication

影响: Critical — primary foundry

宏观与市场背景

반도체行业新闻

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

近期催化剂

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

AI 分析

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企业信息

总部

Kirkland, Washington, USA

成立时间

1997

员工人数

4,000+

官网

monolithicpower.com

行业概况 — 반도체

行业新闻