MPWR
NASDAQ · Technology · Semiconductors · US
Research · Nov 3, 2026
Specialty Chip Foundries Lift 2027 Wafer Prices
UMC and Tower Semiconductor say tight specialty capacity lets them lift 2027 blended wafer prices about 10% and 20%, shifting cost pressure to fabless chipmakers.
Research · Oct 30, 2026
Monolithic Power (MPWR) Q3 2026: Data Center Revenue Beats, Floor Raised to 150%
Monolithic Power Systems posted Q3 2026 revenue of $1.2 billion, above guidance, and raised its Enterprise Data growth floor to 150%, while doubled stock pay pushed GAAP costs past guidance.
Research · Oct 20, 2026
[MPWR] Monolithic Power Systems: Q3 2026 Earnings Test AI Data Center Power Ramp
Monolithic Power Systems posted record Q2 2026 revenue of $980.6 million, up 47.6% on data center power; Q3 tests whether Enterprise Data can reach about $485 million.
Research · Sep 3, 2026
[MPWR] Monolithic Power Systems Thesis 2026: Enterprise Data Revenue Inflects on AI Infrastructure
Monolithic Power Systems FY25 (Dec 31, 2025) at $2.79B revenue (+26%). NI $616M; EPS $12.75. 14th consecutive year of growth. Q4 record $751M (+21% YoY). Non-enterprise data segments +40% YoY (diversified). FY26 enterprise data +50% growth floor per CFO commentary. $4B+ geographically balanced capacity secured.