On October 23, 2025, KeyBanc raised its price target on Monolithic Power Systems, citing expectations of a significant market share gain for the company. This optimism is driven by its positioning with NVIDIA's next-generation GPU platform.
Supply chain research indicates that Monolithic Power Systems is expected to capture approximately 70% of the power management integrated circuit (PMIC) content for NVIDIA's upcoming Vera Rubin GPU platform. This represents a substantial win in a critical high-growth market.
This development highlights Monolithic Power Systems' technological leadership and its ability to secure key design wins with leading AI chip developers. The increased content per unit in NVIDIA's advanced GPUs is expected to drive significant revenue growth for the company.
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