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.

⇄ Compare

Products & Revenue

Product Revenue Share

Revenue Breakdown ($2.2B)

Static data (loading live financials…)

Enterprise Data (38%)

Automotive (22%)

Communications (18%)

Consumer & Industrial (22%)

Segment Breakdown & Key Customers

Product Details

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

Supply Chain Relationships

Key Customers

NVIDIA Corporation

Power modules for GPU server platforms

Impact: High — growing AI power customer

Microsoft Corporation

Power ICs for Azure server boards

Impact: Medium

Key Suppliers

Taiwan Semiconductor Manufacturing Company

Wafer fabrication

Impact: Critical — primary foundry

Macro & Market Context

반도체Sector News

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

Upcoming Catalysts

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

Latest News

Loading news...

AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Monolithic Power Systems.

Company Info

Headquarters

Kirkland, Washington, USA

Founded

1997

Employees

4,000+

Website

monolithicpower.com

Sector Overview — 반도체

Sector News