Texas Instruments, Infineon added as new Nvidia suppliers: analyst
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16 hours ago
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 fractionallyhigher.