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AOS secured its first AI server order from Nvidia and is confirmed as the primary and leading beneficiary of the GB300 NVL72, with the earliest possibility of turning a profit in 2Q25/FY25Q4.
Key point: Nvidia accelerates the development of GB300 NVL72. It is expected to advance the procurement of DrMOS/SPS, with the procurement volume exceeding 150 million units by 2025. AOS (Alpha and Omega Semiconductor) has been confirmed as the primary supplier (70% share) of GB300 NVL72 DrMOS, with an estimated shipment of 5,000-6,000 DrMOS units in 2Q25 (compared to market expectations of mass shipments starting from 4Q25)...
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