Monolithic Power Systems is the leading specialist in power management ICs, with rapidly growing AI/data center exposure as a key supplier of voltage regulators for NVIDIA Blackwell and Hopper platforms. Automotive, industrial, and consumer segments provide diversification. The company's fabless, application-specific design model produces above-peer gross margins. AI infrastructure capex is the dominant growth driver through 2027.
Thesis reviewed May 29, 2026
Monolithic Power Systems, Inc. is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπ»Semiconductors2WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| AMAT | Applied Materials, Inc. | 11 | +14% | β79% | EARLY |
| WOLF | Wolfspeed Inc. | 11 | -29% | β79% | AVOID |
| MU | Micron Technology, Inc. | 11 | +16% | β79% | EARLY |
| TSM | Taiwan Semiconductor Manufacturing Company | 11 | +12% | β79% | NEUTRAL |
| ARM | Arm Holdings plc | 11 | +17% | β79% | EARLY |
| AMD | Advanced Micro Devices, Inc. | 11 | +14% | β79% | EARLY |
| STM | STMicroelectronics N.V. | 11 | +12% | β79% | NEUTRAL |
Investors who hold MPWR may also have indirect exposure through these country funds.
MPWR data center revenue grows 80% YoY on Blackwell ramp
MPWR wins design-in for next-gen AI accelerator power management
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Markwayne Mullin | Buy | $15kβ$50k | Feb 4, 26 | +37.4% | |
| Markwayne Mullin | Buy | $15kβ$50k | Jan 5, 26 | +38.0% | |
| Thomas H Tuberville | Sell | $1kβ$15k | May 3, 24 | +97.2% |