MONOLITHIC POWER SYSTEMS, INC.
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TrendForce's Q2 2026 report shows the top 10 fabless chip designers' revenue surged 73% YoY to $141.45B. Nvidia led with $96.22B, 64% of the total, driven by AI demand. AMD overtook Qualcomm, reporting $11.536B in revenue, with data center growth at 107% YoY. Qualcomm and MediaTek are diversifying into AI and data center markets.
Shares of Applied Materials, Lam Research, Monolithic Power Systems, Marvell Technology, and MACOM fell 6.4%, 7.7%, 7.1%, 6.9%, and 11.9% respectively, after CEOs of Anthropic, OpenAI, and SpaceX called for a slowdown in AI development, raising concerns about tech valuations and chipmaker earnings.
Monolithic Power Systems (MPWR) stock fell 7% Monday amid broader tech sector decline. The company announced a long-term partnership with GlobalFoundries (GFS) to expand power chip production. Analysts maintain a Buy consensus with an average price target of $1,814.25. MPWR is trading below key moving averages, indicating near-term weakness.
Over the past 7 days, AlphAI's AI scored 6 news stories mentioning MPWR (MONOLITHIC POWER SYSTEMS, INC.). Coverage has been balanced: 3 bullish, 0 neutral, and 3 bearish.
Recent MPWR coverage spans technology, market movers and earnings.
In the last 30 days, MPWR insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($106K). The most active reporter was DEAN ROBERT W II, Interim CFO, with 1 filing.
MPS benefits from rising AI server power needs, supporting revenue growth.
Power‑management segment may see slower growth if AI hardware investment slows.
The partnership may boost capacity and supply assurance, but short‑term sentiment turned negative, driving a sharp price decline.
MPWR gains access to GF's advanced 300mm fab, enhancing production capacity for automotive and data‑center markets.
The deal reduces supply risk for MPWR's growth, potentially supporting higher valuation multiples.
AlphAI scores every news story that mentions MPWR with an AI model for sentiment and relevance, and aggregates insider trades from MONOLITHIC POWER SYSTEMS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
TrendForce's Q2 2026 report shows the top 10 fabless chip designers' revenue surged 73% YoY to $141.45B. Nvidia led with $96.22B, 64% of the total, driven by AI demand. AMD overtook Qualcomm, reporting $11.536B in revenue, with data center growth at 107% YoY. Qualcomm and MediaTek are diversifying into AI and data center markets.
3 min readShares of Applied Materials, Lam Research, Monolithic Power Systems, Marvell Technology, and MACOM fell 6.4%, 7.7%, 7.1%, 6.9%, and 11.9% respectively, after CEOs of Anthropic, OpenAI, and SpaceX called for a slowdown in AI development, raising concerns about tech valuations and chipmaker earnings.
2 min readMonolithic Power Systems (MPWR) stock fell 7% Monday amid broader tech sector decline. The company announced a long-term partnership with GlobalFoundries (GFS) to expand power chip production. Analysts maintain a Buy consensus with an average price target of $1,814.25. MPWR is trading below key moving averages, indicating near-term weakness.
2 min readGlobalFoundries (GFS) and Monolithic Power Systems (MPWR) announced a long-term manufacturing partnership to produce power management solutions at GF's Singapore fab, starting in 2027. The collaboration aims to expand capacity for high-growth markets like automotive, AI, and data centers, combining MPS's technology with GF's manufacturing expertise.
2 min readMonolithic Power Systems (MPWR) signed a long-term deal with GlobalFoundries (GFS) to manufacture its chips at GFS's Singapore facility, addressing capacity concerns. MPWR's stock closed at $1,234.46, up 4.08%, amid a broader AI-infrastructure rally. The agreement aims to support MPWR's growing demand, particularly in AI and automotive sectors, with volume production expected in early 2027. Analysts have raised price targets, with a mid-case target of ~$2,495, suggesting a potential total return
2 min readMonolithic Power Systems (MPWR) signed a long-term manufacturing deal with GlobalFoundries for a 300mm fab in Singapore, targeting automotive, industrial, AI, and cloud power solutions. The company's stock is down 12.84% over 30 days but up 28.56% year-to-date. Analysts debate its valuation, with some seeing it as 35% undervalued at $1,842.64, while others note its high P/E ratio of 74.7x.
3 min readMonolithic Power Systems (MPS) and GlobalFoundries have signed a manufacturing agreement to collaborate on power management solutions. MPS designs and markets power electronics, with sales distributed across IT, automotive, telecommunications, consumer electronics, and industrial sectors. The company's revenue is heavily concentrated in China (55.3%).
1 min readGlobalFoundries (GFS) and Monolithic Power Systems (MPWR) announced a long-term manufacturing agreement to produce MPS's power solutions at GF's Singapore fab, starting in early 2027. The partnership aims to expand capacity for high-growth markets like automotive, industrial, and data center applications. Both companies expect the collaboration to support their growth and provide supply assurance.
2 min readMonolithic Power Systems reported Q2 revenue of $980.6M, up 47.6% YoY, driven by AI-related power-management components. Gross margin was 55.2%. The company benefits from increasing demand for sophisticated power delivery in AI accelerators. Hedge-fund ownership rose in Q2, with 69 funds holding shares. Short interest decreased 13.4% in August. Investors should monitor design wins, customer diversity, and margins for sustained growth.
2 min readQ2 earnings for 14 analog semiconductor stocks showed revenue beats of 1.8% and next-quarter guidance 4.9% above estimates, but shares fell 5.8% on average. onsemi (ON) reported $1.60B revenue (up 9.2% YoY), beating estimates by 0.9%, with shares down 10%. Monolithic Power (MPWR) saw 47.6% YoY revenue growth, the highest among peers, but shares fell 6.5%.
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