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
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（紐交所：VSH）股票在分析師郭明錘在社交媒體上評論該股票後上漲。
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.
在科技行業關注英偉達公司（納斯達克：NVDA）的人工智能服務器和RTX 50系列供應鏈時，郭的研究揭示威世科是隱藏的關鍵贏家。
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.
根據分析師的說法，威世科已經獲得了超出預期的英偉達黑子人工智能服務器（GB200系列和DGX/HGX B200）以及RTX 50系列顯卡的訂單。
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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.
組件訂單包括MOSFET/DrMOS（VRPower）、vPolyTan（聚合物鉭，如T55）和電流分流電阻器。郭明錘表示MOSFET和vPolyTan值得特別關注。
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，對於GB200 NVL72/36的8kW 54V到12V電源，英偉達採用了瑞薩（人形機器人-電機控制器）和威世科（MOSFET）的組合，取代了Flextronics和Delta的電源管理模塊。
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，威世科取代英飛凌成爲當前的MOSFET供應商。對於DGX/HGX的2kW 54V到12V電源，英偉達現在使用ADI（人形機器人-電機控制器）和威世科（MOSFET），郭也標記了這一點。
The GB200 NVLink Switch's 2kW 54V-to-12V power supply also uses the Renesas (controller) and Vishay (MOSFET) combination.
GB200 NVLink 交換機-雲計算的2kW 54V至12V電源也使用Renesas（人形機器人-電機控制器）和Vishay（MOSFET）的組合。
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.
分析師指出，Vishay成爲英偉達即將推出的RTX 50系列顯卡的新型DrMOS供應商。大規模生產將於2025年第一季度開始。
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.
根據分析師的說法，Vishay在2025年的MOSFET生產能力已滿負荷，預計將貢獻20%–30%的營業收入，並且毛利潤率高於平均水平。
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（聚合物鉭電容器，主要是T55）。Vishay的vPolyTan在2025年已經面臨供應緊張，預計將貢獻高個位數的營業收入，並且毛利潤顯著高於平均水平。
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有潛力利用對英偉達人工智能服務器和新RTX 50系列的強勁需求。他指出，該公司也處於有利位置，從汽車板塊的復甦和物聯網市場中受益。
Price Actions: VSH stock is up 7.12% at $18.35 at last check Tuesday. NVDA is up 0.51% at $136.75.
價格走勢：根據最新檢查，VSH股票在週二上漲7.12%，現報18.35美元。NVDA上漲0.51%，現報136.75美元。
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Photo: Shutterstock
Photo: shutterstock
