Nvidia, Broadcom, Mobileye Peer Monolithic Power Systems Etches Fa'atau Fa'atau ma le 67% Fa'atupulaia

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

CompanyfaʻailogaTulaga tuʻufaʻatasi
BroadcomAVGO98
Semiconductor LatexLSCC98
MobileyeMBLY98
Monolithic Malosiaga MalosiagaMPWR98
NvidiaNVDA96

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.

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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