Fabless semiconductor designers nyiam Nvidia (NVDA), Broadcom (AVGO), Txawb (MBLY) thiab Semiconductor Latex (LSCC) txuas ntxiv muaj zog txav raws li artificial txawj ntse thiab lwm yam technologies tsav kev thov. Tam sim no Monolithic Cov Tshuab Hluav Taws Xob (MPWR) tau etched qhov kev yuav khoom tshiab, txhawb nqa kev loj hlob zoo.
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Cov thawj tswj hwm nyiaj txiag zoo tshaj plaws tau sau tseg. Raws li cov Qhov zoo tshaj plaws kev sib nrig sib pab nyiaj shoveled $4.5 billion rau hauv AVGO Tshuag, lawv kuj tau txais ntau dua $ 210 lab tus nqi ntawm cov khoom hauv MPWR Tshuag. Cov phooj ywg LSCC ($ 199 lab) thiab MBLY ($ 207 lab) kuj tau nqis peev tseem ceeb los ntawm cov peev txheej.
Xaiv Fabless Semiconductor Cov Thawj Coj | ||
|---|---|---|
| lub tuam txhab | cim | Puas Ntsuam Xyuas |
| Broadcom | AVGO | 98 |
| Semiconductor Latex | LSCC | 98 |
| Txawb | MBLY | 98 |
| Monolithic Cov Tshuab Hluav Taws Xob | MPWR | 98 |
| Nvidia | NVDA | 96 |
Monolithic Power Systems thiab cov phooj ywg semiconductor cov tuam txhab tau qhab nia ib qho tsis tuaj yeem pom ntawm IBD tus thawj coj cov npe khoom. MPWR khwv tau ib qho chaw ntawm IBD 50 nrog Mobileye thiab Lattice Semiconductor. Monolithic Power Systems kuj tau nkag mus rau hauv IBD Big Cap 20, koom nrog Broadcom.
Ntxiv rau, tom qab tsis ntev los no ntog tawm IBD Cov Thawj Coj Lub Sij Hawm Ntev, MPS tau reclaimed ib qho chaw nyob rau hauv daim ntawv teev npe ntawm cov tuam txhab uas muag nrog cov nyiaj tau los ruaj khov.
Ib tug stellar sawv hauv NVDA stock khwv tau nws tso rau IB Leaderboard.
Cov pab pawg tsis muaj zog semiconductor nyob rau qib 9 ntawm 197 kev lag luam IBD lem.
Fais fab AI, Cloud Computing, Smart Homes, Autos thiab ntau dua
Founded hauv 1997, Monolithic Power Systems muab kev ua haujlwm siab, semiconductor-based power electronics daws teeb meem. Nrog lub hom phiaj ntawm kev txo lub zog thiab cov khoom siv, lub tuam txhab Kirkland, Wash.-based muaj peb lub zog tseem ceeb: kev paub txog kev sib sib zog nqus-theem, muaj zog semiconductor tsim kev txawj ntse, thiab cov txheej txheem tsim khoom semiconductor tshiab thiab kev sib koom ua ke thev naus laus zis.
Cov neeg tsim khoom siv thev naus laus zis tau tsav lub zog daws teeb meem thoob plaws ntau yam kev lag luam thiab kev siv, suav nrog cov ntawv thov kev lag luam, kev lag luam hauv xov tooj, kev siv huab cua, tsheb, thiab cov neeg siv khoom siv.
Monolithic Fais Fab Systems kuj tseem ua haujlwm rau kev siv hluav taws xob Tom ntej no sophisticated artificial txawj ntse system, hais txog kev sib tw ntau yam ntawm AI thev naus laus zis.
Monolithic Fais Fab Systems tsav lub zog loj hlob
Hauv peb lub xyoos dhau los, Monolithic Power Systems tau tsim cov nyiaj tau los nruab nrab txhua xyoo kev loj hlob ntawm 67%, suav nrog kev nce 50% lub quarter thib plaub. Rau Q1, cov kws tshuaj ntsuam kwv yees 32% EPS kev loj hlob.
Kev muag khoom tau nce los ntawm 25% mus rau 58% nyob rau yim lub quarter dhau los. MPWR cov khoom lag luam tau txais cov cim stellar hauv IBD Stock Checkup. Nws khwv tau A SMR Kev Ntsuas, uas taug qab kev muag khoom loj hlob, cov nyiaj tau los thiab rov qab los ntawm kev ncaj ncees.
AI Leader Eyes Real Breakout
Monolithic Power Systems txuas ntxiv tsim kom muaj qhov sib sib zog nqus khob nrog kov ua 530.85 muas point.
Raws li xyoo tas los dais kev ua lag luam ravaged tech stocks zoo li Nvidia thiab lwm yam, MPWR Tshuag pom 44% poob hauv nws lub hauv paus. Tab sis nws tau tawm tsam rov qab thiab tam sim no tsuas yog 5% txaj muag ntawm qhov kev nkag tshiab hauv daim duab zoo.
Monolithic tau thaws tawm nws 21-hnub exponential txav nruab nrab. Ntxiv rau, nws txoj kab 50-hnub tau tsiv rov qab los ntawm nws qhov kev ntsuas 200-hnub.
cov txheeb ze zog kab tau dhia thaum cov khoom lag luam tsim sab xis ntawm lub hauv paus thiab tam sim no ntaus tus tshiab 52-lub lim tiam siab ua ntej ntawm lub peev xwm breakout.
Ua raws li Matthew Galgani ntawm Twitter ntawm @IBD_MGalgani.
KOJ UA LI CAS:
Monolithic Hwj chim dhia rov qab rau hauv IBD Cov Thawj Coj Lub Sijhawm Ntev Saib
Cov Nyiaj Tau Los Tshaj Plaws Tshaj Plaws rau hauv tsib ntu no
No Hnub Ci Tshuag, Nvidia, Uber Thiab Ntau Qhov Kev Xeem-Drive Yuav Thaj Chaw
Tsim Custom Stock Screens Nrog IBD Tshuag Screener
Txheeb xyuas cov hauv paus thiab yuav cov ntsiab lus nrog Cov Qauv Pom Zoo no
Tau qhov twg los: https://www.investors.com/research/ibd-stock-analysis/monolithic-power-systems-near-breakout-as-peers-nvidia-broadcom-mobileye-show-strength/?src=A00220&yptr=yahoo