Nvidia Blackwell Supplier Vishay Intertechnology Likey To See Upside Courtesy Of AI Frenzy: Analyst
Nvidia Blackwell Supplier Vishay Intertechnology Likey To See Upside Courtesy Of AI Frenzy: Analyst
The component orders include MOSFET/DrMOS (VRPower), vPolyTan (Polymer Tantalum, such as T55) and Current Shunt Resistors. Kuo said MOSFET and vPolyTan deserve special attention.Vishay Intertechnology, Inc (NYSE:VSH) stock gained after analyst Ming-Chi Kuo commented on the stock on social media.
威世科科技公司（纽交所：VSH）股票在分析师郭明锤在社交媒体上评论该股票后上涨。
While the tech industry focuses on NVIDIA Corp's (NASDAQ:NVDA) AI server and RTX 50 series supply chain, Kuo's research reveals Vishay as the hidden key winner.
当科技行业关注英伟达（纳斯达克：NVDA）的人工智能服务器和RTX 50系列供应链时，郭明錤的研究揭示了维希电子作为隐藏的关键赢家。
According to the analyst, Vishay has secured better-than-expected orders for Nvidia's Blackwell AI servers (GB200 series and DGX/HGX B200) and RTX 50 series graphics cards.
根据分析师的说法，威世科已经获得了超出预期的英伟达黑子人工智能服务器（GB200系列和DGX/HGX B200）以及RTX 50系列显卡的订单。
The component orders include MOSFET/DrMOS (VRPower), vPolyTan (Polymer Tantalum, such as T55) and Current Shunt Resistors. Kuo said MOSFET and vPolyTan deserve special attention.
组件订单包括MOSFET/DrMOS（VRPower）、vPolyTan（聚合物钽，如T55）和电流分流电阻器。郭明锤表示MOSFET和vPolyTan值得特别关注。
He noted that for GB200 NVL72/36's 8kW 54V-to-12V power supply, Nvidia switched to a Renesas (controller) and Vishay (MOSFET) combination, replacing power management modules from Flextronics and Delta.
他指出，对于GB200 NVL72/36的8kW 54V到12V电源，英伟达采用了瑞萨（人形机器人-电机控制器）和威世科（MOSFET）的组合，取代了Flextronics和Delta的电源管理模块。
Notably, Vishay replaced Infineon as the current MOSFET supplier. For DGX/HGX's 2kW 54V-to-12V power supply, Nvidia now uses ADI (controller) and Vishay (MOSFET), Kuo flagged.
值得注意的是，威世科取代英飞凌成为当前的MOSFET供应商。对于DGX/HGX的2kW 54V到12V电源，英伟达现在使用ADI（人形机器人-电机控制器）和威世科（MOSFET），郭也标记了这一点。
The GB200 NVLink Switch's 2kW 54V-to-12V power supply also uses the Renesas (controller) and Vishay (MOSFET) combination.
GB200 NVLink 交换机-云计算的2kW 54V至12V电源也使用Renesas（人形机器人-电机控制器）和Vishay（MOSFET）的组合。
The analyst noted that Vishay became the new DrMOS supplier for Nvidia's upcoming RTX 50 series graphics cards. Mass production will start in the first quarter of 2025.
分析师指出，Vishay成为英伟达即将推出的RTX 50系列显卡的新型DrMOS供应商。大规模生产将于2025年第一季度开始。
Vishay's current MOSFET production capacity in 2025 is fully loaded, and it will likely contribute 20%–30% of revenue, with a higher-than-average gross profit margin, as per the analyst.
根据分析师的说法，Vishay在2025年的MOSFET生产能力已满负荷，预计将贡献20%–30%的营业收入，并且毛利润率高于平均水平。
GB200 heavily utilizes Vishay's vPolyTan (polymer tantalum capacitors, primarily T55). Vishay's vPolyTan is already facing a supply crunch for 2025 and will likely contribute a high single-digit percentage of revenue with significantly above-average gross margins.
GB200重度利用Vishay的vPolyTan（聚合物钽电容器，主要是T55）。Vishay的vPolyTan在2025年已经面临供应紧张，预计将贡献高个位数的营业收入，并且毛利润显著高于平均水平。
Vishay has the potential to capitalize on robust demand for Nvidia's AI servers and the new RTX 50 series. He noted the company is also well-positioned to benefit from the automotive sector's rebound and the IoT market.
Vishay有潜力利用对英伟达人工智能服务器和新RTX 50系列的强劲需求。他指出，该公司也处于有利位置，从汽车板块的复苏和物联网市场中受益。
Price Actions: VSH stock is up 7.12% at $18.35 at last check Tuesday. NVDA is up 0.51% at $136.75.
价格走势：根据最新检查，VSH股票在周二上涨7.12%，现报18.35美元。NVDA上涨0.51%，现报136.75美元。
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