Geruihui October 10th | Tianfeng analyst Guo Mingke posted a tweet on X platform, indicating that in the field of simulation chips, the two leaders, Texas Instruments and Infineon, have become new suppliers on the Nvidia GB200 list. Guo Mingke stated in the tweet that as Nvidia GB200 approaches mass production, more and more components are adding new suppliers, which is beneficial for cost reduction and quality control, but also means that supply chain competition pressure is emerging. The base controller was originally supplied exclusively by Taiwan Semiconductor, and now Monolithic Power Systems has been added. Voltage regulator components were previously provided by Monolithic Power Systems, and now Texas Instruments and Infineon are also included.