The latest report from well-known analyst Guo Minghao shows that due to the unexpected situation of the nvidia GB200 orders, the usa resistor company Vishay's MOSFET production capacity for 2025 is currently full, and it is expected to contribute about 20-30% of revenue, with a gross margin above the average level. In addition, Guo Minghao pointed out that the GB200 heavily utilizes Vishay's vPolyTan (polymer tantalum capacitors), which is currently facing a supply-demand imbalance for 2025, and it is expected that the gross margin for this product will be significantly higher than the average level.
郭明錤：受益英伟达GB200订单需求 美国电阻龙头MOSFET产能满载
Guo Mingqi: Benefiting from nvidia's GB200 order demand, the usa's leading MOSFET manufacturer is operating at full capacity.
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