Fabless semiconductor designers pei Nvidia (NVDA), Broadcom (AVGO), Mobileye (MBLY) ma Semiconductor Latex (LSCC) fa'aauau gaioiga malolosi e pei o Atamai fa'apitoa ma isi tekinolosi e fa'aoso ai mana'oga. O lenei Monolithic Malosiaga Malosiaga (MPWR) ua faʻamauina se faʻatauga fou, faʻamalosia e ala i le faʻatupulaia mataʻina.
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Ua matauina e le au pule sili o tupe. E pei o le sili atu tupe soofaatasi suō $4.5 piliona i le AVGO fa'asoa, na latou a'oa'oina fo'i le sili atu i le $210 miliona le tau o sea i le fa'asoa a le MPWR. O le Peers LSCC ($199 miliona) ma le MBLY ($207 miliona) na fa'auluina fo'i ni tupe fa'afaigaluega tetele mai tupe ta'ita'i.
Filifilia Fabless Semiconductor Taitai | ||
---|---|---|
Company | faʻailoga | Tulaga tuʻufaʻatasi |
Broadcom | AVGO | 98 |
Semiconductor Latex | LSCC | 98 |
Mobileye | MBLY | 98 |
Monolithic Malosiaga Malosiaga | MPWR | 98 |
Nvidia | NVDA | 96 |
Monolithic Power Systems ma isi semiconductor e maua e kamupani se tulaga le mafaaseseina i luga o le palemia a le IBD lisi o oloa. E maua e le MPWR se avanoa ile IBD 50 faʻatasi ma Mobileye ma Lattice Semiconductor. Monolithic Power Systems ua maua foi le ulufale atu i le IBD Laupepa Tele 20, auai i Broadcom.
E le gata i lea, ina ua uma ona pa'u IBD Ta'ita'i Tumau, Ua toe maua e le MPS se nofoaga i luga o le lisi mataʻituina o kamupani e malosi le mautu o tupe maua.
O se fetu maualuga i totonu NVDA fa'asoa maua ai le tuu i luga IBD Leaderboard.
O le fabless semiconductor group o lo'o fa'atulagaina se tulaga mata'ina Numera 9 i totonu ole 197 alamanuia IBD ala.
Malosiina AI, Cloud Computing, Smart Homes, Taavale ma isi mea
Fa'atūina i le 1997, Monolithic Power Systems e tu'uina atu ai fa'amatalaga fa'aeletonika fa'aeletonika maualuga, fa'avae semiconductor. Faatasi ai ma le faʻamoemoe o le faʻaitiitia o le malosi ma le faʻaaogaina o meafaitino, o le Kirkland, Wash.-faʻavae kamupani e tolu malosiaga faʻapitoa: loloto le malamalama o le faʻaogaina o le tino, malosi le poto faʻataʻitaʻiga semiconductor, ma le faʻagasologa fou o le semiconductor faʻatau ma le faʻaogaina o tekonolosi.
O tekinolosi a le tagata fai mea pu'e e fa'aosoina ai fofo eletise i le tele o alamanuia ma talosaga, e aofia ai mea tau alamanuia, telecom infrastructure, cloud computing, ta'avale, ma tagata fa'atau.
Monolithic Power Systems o loʻo galue foi i le faʻamalosia o le sophisticated sophisticated artificial intelligence system, faʻafeiloaʻi le tele o luʻitau o tekinolosi AI.
Monolithic Power Systems e fa'aosoina ai le tuputupu ae malosi
I le tolu tausaga talu ai, ua maua ai e le Monolithic Power Systems le faʻatupulaia o tupe maua faʻaletausaga o le 67%, e aofia ai le 50% faʻaopoopoga i le kuata lona fa. Mo le Q1, o loʻo vaʻaia e le au suʻesuʻe le 32% EPS tuputupu aʻe.
O le faʻatupulaia o faʻatauga na amata mai i le 25% i le 58% i le valu kuata talu ai. O fa'atauga a le MPWR e maua fa'ailoga iloga i totonu Su'ega a le IBD. E maua le A SMR Fuafuaina, lea e siaki ai le tuputupu aʻe o faʻatauga, tupe mama ma toe faʻafoʻi i luga o le tutusa.
AI Ta'ita'i Mata Moni Breakout
Monolithic Power Systems o loʻo faʻaauau pea ona fausia se loloto ipu ma le au faʻaalia le 530.85 faatau togi.
E pei o le tausaga talu ai uʻu maketi fa'aleagaina fa'atekonolosi fa'atau e pei o Nvidia ma isi, MPWR fa'atauga na va'aia le 44% pa'u i totonu o lona fa'avae. Ae ua toe tau i tua ma o lea ua na o le 5% matamuli i le ulufale fou i gaioiga lelei siata.
Monolithic ua oso ese mai lona 21-aso faʻateleina faʻasologa averesi. Ma le isi, o lona 50-aso laina ua toe foʻi i tua i luga o lona 200-aso faʻailoga.
le laina malosi fa'atatau na oso aʻo faʻatupu le faʻasoa i le itu taumatau o le faʻavae ma ua oʻo nei i se 52-vaiaso maualuga maualuga i luma atu o le gafatia. sola i fafo.
Mulimuli ia Matthew Galgani luga o le Twitter i le @IBD_MGalgani.
E MAFAI ONA E FIAFIA:
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Punavai: https://www.investors.com/research/ibd-stock-analysis/monolithic-power-systems-near-breakout-as-peers-nvidia-broadcom-mobileye-show-strength/?src=A00220&yptr=yahoo