Texas Instruments, Infineon added as new Nvidia suppliers: analyst
Texas Instruments and Infineon have been added as new suppliers for Nvidia, according to analyst Ming-Chi Kuo. This change comes as Nvidia's GB200 approaches mass production, allowing for cost reduction and improved quality control. The new suppliers will provide voltage regulators, previously supplied by Monolithic Power Systems, which is now supplying integrated base controllers. Following the news, shares of Texas Instruments rose 1.3%, with gains also seen in Infineon and Monolithic Power Systems, while Nvidia shares were slightly higher.
- Texas Instruments (NASDAQ:TXN) and Infineon (OTCQX:IFNNF) (OTCQX:IFNNY) have been added as new Nvidia (NASDAQ:NVDA) suppliers, TF International Securities analyst Ming-Chi Kuo said on Wednesday.
- "As Nvidia's GB200 nears mass production, more components are gaining new suppliers, which helps reduce costs and improve quality control," Kuo wrote in a post on X, formerly known as Twitter. "However, it also signals rising competition within the supply chain."
- Texas Instruments and Infineon are now supplying voltage regulators, which were previously provided by Monolithic Power Systems (MPWR).
- Additionally, Monolithic Power Systems is now supplying integrated base controllers, which were previously only supplied by Delta Electronics.
- Texas Instruments shares rose 1.3% in late morning trading, while Infineon and Monolithic Power Systems also saw gains. Nvidia shares were fractionally higher.