Ming-Chi Kuo Post On X, "As Nvidia's GB200 Nears Mass Production, More Components Are Gaining New Suppliers, Which Helps Reduce Costs and Improve Quality Control. However, It Also Signals Rising Competition Within the Supply Chain. Two Recent Examples...

Benzinga · Oct 9 23:16

Ming-Chi Kuo Post On X, "As Nvidia's GB200 Nears Mass Production, More Components Are Gaining New Suppliers, Which Helps Reduce Costs and Improve Quality Control. However, It Also Signals Rising Competition Within the Supply Chain. Two Recent Examples of Key Power Components Are: 1. Integrated Base Controllers: Previously Supplied Only by Delta Electronics, MPS Has Become the Second Supplier. 2. Voltage Regulators: Initially Supplied Exclusively by MPS, Infineon and TI Have Now Been Added as New Suppliers."

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Ming-Chi Kuo Post On X, "As Nvidia's GB200 Nears Mass Production, More Components Are Gaining New Suppliers, Which Helps Reduce Costs and Improve Quality Control. However, It Also Signals Rising Competition Within the Supply Chain. Two Recent Examples...

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