BING-JHEN HONG
- 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.