Vishay Intertechnology 주식 (NYSE: VSH)

에 대한 최신 뉴스 Vishay Intertechnology (NYSE:VSH) 주식

Vishay Intertechnology

Vishay Intertechnology Inc provides a broad product portfolio of discrete semiconductors and passive electronic components to original equipment manufacturers and distributors. These products are found in industrial, computing, automotive, consumer, telecommunications, power supplies, military, aerospace, and medical markets and serve customer worldwide. Its product segments consist of two general classes: semiconductors and passive components. The company's operating segment includes metal oxide semiconductor field-effect transistors, diodes, optoelectronic components, resistors, inductors, and capacitors. Revenue mainly comes from resistors, which are basic components used in all forms of electronic circuitry to adjust and regulate levels of voltage and current.

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NVDA

비쉐이 인터테크놀로지(NYSE:VSH)의 주식은 애널리스트 궈밍치(Ming-Chi Kuo)가 소셜 미디어에 이 주식을 언급한 후 상승했다. 기술 산업이 엔비디아(NASDAQ:NVDA)의 인공지능(AI) 서버 및 RTX 50 시리즈 공급망에 집중하는 가운데, 궈의 연구는 비쉐이가 숨겨진 핵심 승자임을 드러냈다.

엔비디아 블랙웰 공급업체 비쉐이 인터테크놀로지, AI 열풍으로 인한 상승 가능: 분석가

Vishay Intertechnology, Inc. Common Stock

Vishay Intertechnology Inc

Virtus Newfleet Short Duration High Yield Bond ETF

Vishay Intertechnology, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VSH#NYSE">VSH</a>) stock gained after analyst Ming-Chi Kuo <a href="https://medium.com/@mingchikuo/vishay-the-hidden-key-winner-in-nvidias-ai-servers-and-rtx-50-series-supply-chain-vishay-3-0-526aec187854" target="_blank" rel="noreferrer noopener">commented on the stock</a> on social media.
While the tech industry focuses on NVIDIA Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) AI server and RTX 50 series supply chain, Kuo&#8217;s research reveals Vishay as the hidden key winner.&nbsp;&nbsp;
According to the analyst, Vishay has secured better-than-expected orders for Nvidia&#8217;s Blackwell AI servers (GB200 series and DGX/HGX B200) and RTX 50 series graphics cards.
Also Read: <a target="_blank" href="https://www.benzinga.com/24/11/42193222/orange-taps-openai-meta-to-create-ai-that-speaks-african-languages" rel="noreferrer noopener">Meta, OpenAI, Orange Join Forces To Build AI Models For African Languages</a>
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.
He noted that for GB200 NVL72/36&#8217;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.
Notably, Vishay replaced Infineon as the current MOSFET supplier. For DGX/HGX&#8217;s 2kW 54V-to-12V power supply, Nvidia now uses ADI (controller) and Vishay (MOSFET), Kuo flagged.
The GB200 NVLink Switch&#8217;s 2kW 54V-to-12V power supply also uses the Renesas (controller) and Vishay (MOSFET) combination.
The analyst noted that Vishay became the new DrMOS supplier for Nvidia&#8217;s upcoming RTX 50 series graphics cards. Mass production will start in the first quarter of 2025.
Vishay&#8217;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.
GB200 heavily utilizes Vishay&#8217;s vPolyTan (polymer tantalum capacitors, primarily T55). Vishay&#8217;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.
Vishay has the potential to capitalize on robust demand for Nvidia&#8217;s AI servers and the new RTX 50 series. He noted the company is also well-positioned to benefit from the automotive sector&#8217;s rebound and the IoT market.
Price Actions: VSH stock is up 7.12% at $18.35 at last check Tuesday. NVDA is up 0.51% at $136.75.
Also Read:
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<li><a href="https://www.benzinga.com/tech/24/11/42190945/microsoft-service-disruption-hits-outlook-and-teams-thousands-report-issues" target="_blank" rel="noreferrer noopener">Microsoft Service Disruption Hits Outlook And Teams, Thousands Report Issues</a></li>
</ul>
Photo: Shutterstock

Nvidia Blackwell Supplier Vishay Intertechnology Likely To See Upside Courtesy Of AI Frenzy: Analyst

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Vishay shares are trading higher after analyst Ming Chi Kuo made comments about the stock on social media.

<a href="https://medium.com/@mingchikuo/vishay-the-hidden-key-winner-in-nvidias-ai-servers-and-rtx-50-series-supply-chain-vishay-3-0-526aec187854">https://medium.com/@mingchikuo/vishay-the-hidden-key-winner-in-nvidias-ai-servers-and-rtx-50-series-supply-chain-vishay-3-0-526aec187854</a>
&nbsp;
<ol>
<li>While the tech industry focuses on Nvidia&#39;s AI server and RTX 50 series supply chain, my latest research reveals Vishay as the hidden key winner.</li>
<li>Vishay has secured better-than-expected orders for Nvidia&#39;s Blackwell AI servers (GB200 series and DGX/HGX B200) and RTX 50 series graphics cards. The component orders include MOSFET/DrMOS (VRPower), vPolyTan (Polymer Tantalum, such as T55), Current Shunt Resistors, Transient Voltage Suppressors (TVS), and Schottky Barrier Diodes (SBD), etc.</li>
<li>Among the components above, MOSFET and vPolyTan deserve special attention.</li>
<li>For GB200 NVL72/36&#39;s 8kW 54V-to-12V power supply, Nvidia has switched to a Renesas (controller) and Vishay (MOSFET) combination, replacing power management modules from Flextronics and Delta. Notably, Vishay has replaced Infineon as the current MOSFET supplier.</li>
<li>For DGX/HGX&#39;s 2kW 54V-to-12V power supply, Nvidia now uses ADI (controller) and Vishay (MOSFET), replacing MPS and Delta&#39;s power management modules.</li>
<li>The GB200 NVLink Switch&#39;s 2kW 54V-to-12V power supply also uses the Renesas (controller) and Vishay (MOSFET) combination.</li>
<li>For Nvidia&#39;s upcoming RTX 50 series graphics cards planned for 2025, Vishay has been selected as a new DrMOS supplier, with mass production starting in 1Q25.</li>
<li>Based on the above 4, 5, 6, and 7, Vishay&#39;s current MOSFET production capacity in 2025 is fully loaded, and it is expected to contribute approximately 20&ndash;30% of revenue, with a higher-than-average gross profit margin.</li>
<li>GB200 heavily utilizes Vishay&#39;s vPolyTan (polymer tantalum capacitors, primarily T55). Vishay&#39;s vPolyTan is already facing supply shortages for 2025 and is expected to contribute a high single-digit percentage of revenue with significantly above-average gross margins.</li>
<li>Vishay 3.0 stands to capitalize on robust demand for Nvidia&#39;s AI servers and the new RTX 50 series, with meaningful results anticipated in 2025. The company is also well-positioned to benefit from the automotive sector&#39;s rebound and the burgeoning IoT market. Looking ahead, Vishay&#39;s growth trajectory appears strong, driven by the ongoing success of its Vishay 3.0 strategy implementation.</li>
</ol>

Analyst Ming-Chi Kuo Says "Vishay: The Hidden Key Winner in Nvidia's AI Servers and RTX 50 Series Supply Chain; Vishay 3.0 Strategy Shows Promise and Drives Robust Growth From 2025 Onward" - Medium

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Shares of companies within the broader tech sector are trading higher, with stocks rising amid a drop in yields. President-elect Trump nominated Scott Bessent as Treasury Secretary.

Reducing Switching Losses And Enhancing Efficiency For Automotive And Industrial Applications

Vishay Intertechnology Launches New 1A And 2A Gen 7 1200V FRED Pt Hyperfast Rectifiers In Compact eSMP Series SMF Package

General

Vishay Intertechology shares are trading lower after the company reported worse-than-expected Q3 financial results and issued Q4 revenue guidance below estimates. Also, the company announced the acquisition of Birkelbach for $18.5 million

Vishay Intertechnology To Acquire Birkelbach, Manufacturer Of Metalized Technical Films; Deal Value Is $18.5M

Guidance

Vishay Intertechnology Sees Q4 Revenues Of $720M +/- $20M Vs. $752.52M Estimate, Sees Gross Margin Of 20.0% +/- 50 Basis Points

Vishay Intertechnology (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VSH#NYSE">VSH</a>) reported quarterly earnings of $0.08 per share which missed the analyst consensus estimate of $0.14 by 42.86 percent. The company reported quarterly sales of $735.353 million which missed the analyst consensus estimate of $748.843 million by 1.80 percent. This is a 13.86 percent decrease over sales of $853.653 million the same period last year.

Earnings

Earnings Misses

Vishay Intertechnology Q3 2024 Adj. EPS $0.08 Misses $0.14 Estimate, Sales $735.353M Miss $748.843M Estimate

Wolfspeed (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/wolf#NYSE">WOLF</a>) shares ended the last trading session 20.8% higher at $11.48. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock&#39;s 18% gain over the past four weeks.
Wolfspeed is benefiting from its transformation into a pure-play silicon carbide provider through portfolio optimization initiatives that concluded with the sale of its RF business.
This maker of energy-efficient lighting is expected to post quarterly loss of $0.95 per share in its upcoming report, which represents a year-over-year change of -79.3%. Revenues are expected to be $200.06 million, up 1.4% from the year-ago quarter.
While earnings and revenue growth expectations are important in evaluating the potential strength in a stock, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For Wolfspeed, the consensus EPS estimate for the quarter has remained unchanged over the last 30 days. And a stock&#39;s price usually doesn&#39;t keep moving higher in the absence of any trend in earnings estimate revisions. So, make sure to keep an eye on WOLF going forward to see if this recent jump can turn into more strength down the road.
The stock currently carries a Zacks Rank #3 (Hold).
Wolfspeed is a member of the Zacks Semiconductor - Discretes industry. One other stock in the same industry, Vishay Intertechnology (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/vsh#NYSE">VSH</a>), finished the last trading session 2.6% higher at $18.21. VSH has returned -1.4% over the past month.
For Vishay, the consensus EPS estimate for the upcoming report has remained unchanged over the past month at $0.15. This represents a change of -75% from what the company reported a year ago. Vishay currently has a Zacks Rank of #3 (Hold).
<a href="https://www.zacks.com/stock/news/2350007/strength-seen-in-wolfspeed-wolf-can-its-20-8-jump-turn-into-more-strength?cid=CS-BENZ-FT-tale_of_the_tape|daily_price_change_5%-2350007">To read this article on Zacks.com click here.</a>

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Strength Seen in Wolfspeed: Can Its 20.8% Jump Turn into More Strength?

The restructuring actions will be implemented in phases and include:
<ul>
<li>Selling, general, and administrative functions will be streamlined beginning immediately and through 4Q 2025, resulting in severance payments to approximately 170 employees, or&nbsp;6%&nbsp;of the SG&amp;A workforce.</li>
<li>The closure of three manufacturing facilities.</li>
<li>The Company expects to incur pre-tax cash charges of approximately&nbsp;$38&nbsp;to&nbsp;$42 million, primarily related to severance costs, as a result of these programs, mostly in 3Q 2024.</li>
<li>Once the program is fully implemented by the end of 2026, Vishay expects to realize annualized cost savings of at least&nbsp;$23 million&nbsp;of which approximately&nbsp;$12 million&nbsp;is expected to be in selling, general and administration expenses</li>
<li>. The Company expects to realize immediate annualized cost savings of approximately&nbsp;$9 million. Beginning 1Q 2025, the Company expects to realize approximately&nbsp;$12 million&nbsp;in annualized cost savings.&nbsp;&nbsp;</li>
</ul>

Vishay Intertechnology Implements Restructuring Actions; Plans Closure Of Three Manufacturing Facilities, Job Cuts

Vishay Intertechnology Expands Inductor Product Lines, Offering A Broader Range Of Devices To Enhance Cost/Performance Ratios And Simplify Sourcing For Customers

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Shares of companies within the broader tech sector are trading lower amid overall market weakness. Weakness may be due to August's ISM Manufacturing PMI data indicating an economic contraction.

TD Cowen analyst Joshua Buchalter maintains Vishay Intertechnology (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VSH#NYSE">VSH</a>) with a Hold and lowers the price target from $24 to $22.

Price Target

TD Cowen Maintains Hold on Vishay Intertechnology, Lowers Price Target to $22

Vishay Intertechnology Sees Q3 Revenue $745M ± $20M Vs $778.043M Est.

Vishay Intertechnology (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VSH#NYSE">VSH</a>) reported quarterly earnings of $0.17 per share which beat the analyst consensus estimate of $0.15 by 13.33 percent. The company reported quarterly sales of $741.200 million which missed the analyst consensus estimate of $754.707 million by 1.79 percent. This is a 16.92 percent decrease over sales of $892.110 million the same period last year.

Earnings Beats

Vishay Intertechnology Q2 2024 GAAP EPS $0.17 Beats $0.15 Estimate, Sales $741.200M Miss $754.707M Estimate

Compact 02016 Case Size Available In 10 Ω To 500 Ω Range For Automotive, Space, Avionics, Telecom, And Military Applications

Vishay Intertechnology Introduces AEC-Q200 Qualified Thin Film Chip Resistors With High-Frequency Performance Up To 70 GHz

Vishay Intertechnology, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VSH#NYSE">VSH</a>) today announced that at electronica China 2024, the company will be showcasing its broad portfolio of passive and semiconductor solutions that meet the latest automotive and e-mobility needs to deliver accurate and reliable performance in harsh operating conditions.
&quot;The future of transportation is electric, intelligent, and connected,&quot; said Johnson Koo, Senior Vice President Sales and Marketing Asia, at Vishay. &quot;The EV revolution is driving demand for advanced electronics not just in cars, but across new energy, industrial, telecom, and computing sectors. Vishay is responding to this new demand equation with a differentiated product portfolio, expanded production capacity, and exceptional customer experiences.&quot;
In hall E3, booth 3600, Vishay will be showcasing its differentiated products and solutions, and the advantages of utilizing them in designs. Among the highlights taking center stage at Vishay&#39;s booth will be:
<ul>
<li>Newly released 1200 V MaxSiC&trade; series silicon carbide (SiC) MOSFETs, which deliver on-resistances of 45 mΩ, 80 mΩ, and 250&nbsp;mΩ in standard packages for industrial applications, with custom products also available. In addition, Vishay will provide a roadmap for 650 V to 1700 V SiC MOSFETs with on-resistances ranging from 10 mΩ to 1 Ω, &nbsp;including planned releases of AEC-Q101 qualified Automotive Grade products. Vishay&#39;s SiC platform is based on a proprietary MOSFET technology &mdash; enabled through the company&#39;s recent acquisition of MaxPower Semiconductor, Inc. &mdash; which will address market demands in multiple industrial and automotive applications, including DC/DC converters, energy storage, charging stations, on-board chargers, and traction inverters in the near future</li>
<li>A variety of application-focused reference designs targeting different voltage levels, including a high voltage intelligent battery shunt (HV-IBSS) reference design built on the WSBE series of low TCR Power Metal Strip&reg;&nbsp;shunt resistors; 800 V and 400 V active and passive discharge solutions; a 400&nbsp;V, 11 kW on-board charger; a 48 V, 3.6 kW on-board charger and 48 V, 10 kW traction inverter for light electric vehicles; a 48 V resettable eFuse; and a 48 V / 12 V bidirectional DC/DC converter</li>
<li>A smart cockpit component solution featuring the VCNL3030X01 fully integrated proximity sensor with 20 um detection resolution; VEML6031X00 high accuracy ambient light sensor with Filtron&trade; technology adaption for a response close to that of the human eye; VETH100A single-line, bidirectional ESD diode that&#39;s compliant to OPEN Alliance 100Base-T1 and 1000Base-T1; and IHPTA series solenoid actuators with high force density and quick response times</li>
<li>Power MOSFETs in the PowerPAK&reg;&nbsp;8x8LR package that enable highly energy-efficient designs while reducing the overall PCB temperature, and integrated half-bridge MOSFETs in the PowerPAIR&reg;&nbsp;6x5FSW that reduce component counts and increase power density</li>
<li>Standard, Schottky, and FRED Pt&reg;&nbsp;diodes and TVS with increased power density and improved thermal resistance in compact DFN packages, and FRED Pt&reg;&nbsp;Gen 7 Hyperfast diodes with fast recovery times of 75 ns and low typical forward voltage drop of 1.10 V</li>
<li>Capacitor solutions including ceramic disc safety capacitors with capacitance values up to 10 nF; ENYCAP&trade; electrical double-layer energy storage capacitors; and robust metallized polypropylene DC-Link film capacitors with high temperature operation up to +125 &deg;C</li>
<li>A wide range of resistor solutions including temperature sensing and high voltage resistors; resistors for discharging; battery shunts; PTC thermistors capable of handling energy absorption up to 300 J; NTC thermistors offering high temperature operation to +150 &deg;C; high precision thick film dividers; high voltage thin film flat chip resistors with excellent stability; non-inductive thick film power resistors; leadless NTC thermistor dies for wire bonding; and Power Metal Strip resistors with extremely low resistance values</li>
<li>The IHLE&reg;&nbsp;series of high current inductors with integrated e-field shields, and IHSR series devices with extremely low typical DCR and inductance</li>
</ul>
electronica China 2024 will be taking place July 8-10 at the New International Expo Center in Shanghai. More information on the event is available at&nbsp;<a href="https://www.globenewswire.com/Tracker?data=CKJt2afwRgATDgKVUTxKTim0ZHAY3F_ZcQMzvW80LqMAy-JI0pKuTBNr7VJS5dM7VqHTSvlz4Cl-VWbmvcUvVOXbT_OvPaGchSEUuN5cEcs1_saINMfVg6XTtYvQnKEORdoMawTZAeEPa6gOriXBjQ==" target="_blank">www.electronicachina.com.cn/en-us</a>.
Vishay manufactures one of the world&#39;s largest portfolios of discrete semiconductors and passive electronic components that are essential to innovative designs in the automotive, industrial, computing, consumer, telecommunications, military, aerospace, and medical markets. Serving customers worldwide, Vishay is&nbsp;The DNA of tech.&reg;&nbsp;Vishay Intertechnology, Inc. is a Fortune 1,000 Company listed on the NYSE (VSH). More on Vishay at&nbsp;<a href="https://www.globenewswire.com/Tracker?data=Pe1lGsZWaizsHe2IjKhBwkPfKC_NRVQvqy-1dHkDV0497NTugzhFTbLP04etd7SK0ehAD8p_0YjmESnExV0rlQ==" target="_blank">www.Vishay.com</a>.

Vishay to Showcase Advanced Automotive and E-Mobility Solutions At Electronica China 2024

Vishay Intertechnology Introduces 16 New Gen 3 1200V Silicon Carbide Schottky Diodes; Merged PIN Schottky Design Enhances Surge Current Robustness, Efficiency, and Reliability in Switching Power Designs

Highlighting E-Mobility, High-Efficiency Power Conversion, Energy Storage, And Grid Management

Vishay Intertechnology To Showcase Power Management Solutions At PCIM Europe 2024

Here's the major earnings before the open tomorrow

Vishay Intertechnology misses Q3 estimates

Reports Q3 revenue $735.4M, consensus $748.84M. "For the third consecutive quarter this year, revenue has held fairly constant, reflecting a prolon...

Vishay reports Q3 adjusted EPS 8c, consensus 14c

For the fourth quarter of 2024, management expects revenues in the range of $720 million +/- $20 million, with gross profit margin in the range of ...

Vishay sees Q4 revenue $720M +/- $20M, consensus $752.52M

Vishay (VSH) Intertechnology has entered into definitive agreements to acquire Birkelbach Kondensatortechnik and certain related assets for approxi...

Vishay to acquire Birkelback for EUR 17M

Vishay Intertechnology, Inc. (VSH) Q3 2024 Earnings Call Transcript

Vishay Intertechnology declares $0.10 dividend

Vishay Intertechnology (VSH – Research Report), the Technology sector company, was revisited by a Wall Street analyst yesterday. Analyst Ruplu Bhat...

Vishay Intertechnology Faces Challenges Amid Weak Market Conditions and Supply Chain Issues

TF International Securities analyst Ming-Chi Kuo said in a new post on Medium that his latest research shows that Vishay (VSH) is the "hidden" winn...

Vishay is 'hidden' winner in Nvidia's AI servers supply chain, says Ming-Chi Kuo

Vishay jumps after named winner on Nvidia AI server demand: TF

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Press Releases

Vishay Intertechnology IGBT and MOSFET Drivers in Stretched SO-6 Package Enable Compact Designs, Fast Switching, and High Voltages

Vishay Intertechnology High Energy Inrush Current Limiting PTC Thermistors Increase Performance in Active Charge and Discharge Circuits

Vishay Intertechnology to Acquire Birkelbach, Manufacturer of Metalized Technical Films

Vishay Intertechnology Reports Third Quarter 2024 Results

Vishay Intertechnology Releases New 1 A and 2 A Gen 7 1200 V FRED Pt® Hyperfast Rectifiers in eSMP® Series SMF (DO-219AB) Package

Vishay Intertechnology to Showcase Passive and Semiconductor Solutions for the All-Electric Society at electronica 2024

Dividends

Vishay Intertechnology Declares Quarterly Dividend

Vishay Intertechnology Introduces Compact, Sealed SMD Trimmers for Harsh Environments

Vishay Intertechnology 150 V MOSFET Increases Efficiency With the Industry's Lowest RDS(ON) of 5.6 mΩ and RDS(ON)*Qg FOM of 336 mΩ*nC

Vishay Intertechnology Automotive Grade Surface-Mount Thick Film Power Resistor Offers Multi-Pulse Capabilities in TO-263 (D2PAK) Package

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Vishay Intertech

비쉐이 인터테크놀로지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VSH#NYSE">VSH</a>)의 주식은 애널리스트 궈밍치(Ming-Chi Kuo)가 소셜 미디어에 이 주식을 <a href="https://medium.com/@mingchikuo/vishay-the-hidden-key-winner-in-nvidias-ai-servers-and-rtx-50-series-supply-chain-vishay-3-0-526aec187854" target="_blank" rel="noreferrer noopener">언급한</a> 후 상승했다.
기술 산업이 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)의 인공지능(AI) 서버 및 RTX 50 시리즈 공급망에 집중하는 가운데, 궈의 연구는 비쉐이가 숨겨진 핵심 승자임을 드러냈다.
이 애널리스트에 따르면, 비쉐이는 엔비디아의 블랙웰(Blackwell) AI 서버(GB200 시리즈 및 DGX/HGX B200)와 RTX 50 시리즈 그래픽 카드에 대한 예상보다 더 많은 주문을 확보했다.
추가 읽기: <a href="https://www.benzinga.com/24/11/42193222/orange-taps-openai-meta-to-create-ai-that-speaks-african-languages" target="_blank" rel="noreferrer noopener">메타, 오픈AI, 오렌지, 아프리카 언어를 위한 AI 모델 개발을 위해 협력</a>
이 주문된 부품들에는 MOSFET/DrMOS (VRPower), vPolyTan (폴리머 탄탈럼, T55 등) 및 전류 션트 저항기(Current Shunt Resistors)가 포함된다. 궈는 MOSFET와 vPolyTan이 특별한 주의를 요한다고 언급했다.
그는 GB200 NVL72/36의 8kW 54V-to-12V 전원 공급 장치에 대해 엔비디아가 르네사스(컨트롤러)와 비쉐이(MOSFET) 조합으로 전환하여 플렉스트로닉스(Flextronics) 및 델타(Delta)의 전원 관리 모듈을 교체했다고 언급했다.
특히, 비쉐이는 현재 MOSFET 공급업체로서 인피니온(Infineon)을 대체했다. DGX/HGX의 2kW 54V-to-12V 전원 공급 장치에 대해서도 엔비디아가 이제 ADI(컨트롤러)와 비쉐이(MOSFET)를 사용한다고 궈가 강조했다.
GB200 NVLink Switch의 2kW 54V-to-12V 전원 공급 장치도 르네사스(컨트롤러)와 비쉐이(MOSFET) 조합을 사용한다.
이 애널리스트는 비쉐이가 엔비디아의 다가오는 RTX 50 시리즈 그래픽 카드에 대한 새로운 DrMOS 공급업체가 되었다고 언급했다. 대량 생산은 2025년 1분기에 시작될 예정이다.
비쉐이의 2025년 현재 MOSFET 생산 능력은 완전히 가동되고 있으며, 매출의 20%–30%를 기여할 것으로 예상되며, 평균 이상의 총 이익률을 기록할 것으로 보인다.
GB200은 비쉐이의 vPolyTan(폴리머 탄탈럼 커패시터, 주로 T55)을 많이 활용한다. 비쉐이의 vPolyTan은 2025년 공급 부족에 직면해 있으며, 매출의 높은 단일 자릿수 비율을 기여할 것으로 예상되며, 평균 이상의 총 이익률을 기록할 것이다.
비쉐이는 엔비디아의 AI 서버와 새로운 RTX 50 시리즈에 대한 강력한 수요를 활용할 잠재력이 있다. 그는 이 회사가 자동차 부문의 회복과 IoT 시장의 혜택을 받을 수 있는 좋은 위치에 있다고 언급했다.
가격 동향: 비쉐이 주식은 화요일 6.19% 상승하여 $18.19에 마감되었다. 이후 시간외 거에서 1.70% 추가 상승했다.
엔비디아는 0.66% 상승하여 $136.92이다. 이후 시간외 거래에서 0.39% 하락했다.
추가 읽기:
<ul>
<li><a href="https://www.benzinga.com/tech/24/11/42190945/microsoft-service-disruption-hits-outlook-and-teams-thousands-report-issues" target="_blank" rel="noreferrer noopener">마이크로소프트 서비스 중단이 아웃룩 및 팀즈에 영향을 미쳐 수천 명이 문제를 보고했습니다.</a></li>
</ul>
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