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

Vishay Intertechnology (NYSE:VSH) was named a “hidden key winner” due to better-than-anticipated demand for Nvidia (NASDAQ:NVDA) Blackwell artificial intelligence servers, according to Ming-Chi Kuo, an analyst at TF International Securities.

Vishay climbed 5% by late morning trading on Tuesday.

“Vishay has secured better-than-expected orders for Nvidia’s Blackwell AI servers (GB200 series and DGX/HGX B200) and RTX 50 series graphics cards,” Kuo said in a post on Medium. “The component orders include MOSFET/DrMOS, vPolyTan (Polymer Tantalum, such as T55), Current Shunt Resistors, Transient Voltage Suppressors, and Schottky Barrier Diodes, etc.”

Nvidia replaced Infineon (OTCQX:IFNNY) with Vishay as its current MOSFET, or metal-oxide-semiconductor field-effect transistor, supplier, Kuo added. Nvidia also selected Vishay as its DrMOS, or Driver and MOSFET Module, supplier for its RTX 50 series graphics cards that are planned for mass production starting early next year.

“Vishay 3.0 stands to capitalize on robust demand for Nvidia’s AI servers and the new RTX 50 series, with meaningful results anticipated in 2025,” Kuo noted.

Pennsylvania-based Vishay builds passive and active electronic components and semiconductors for a wide array of uses and industries.