Gelonghui, November 27th | Well-known analyst Guo Mingqi's latest report shows that benefiting from the unexpected situation of nvidia's GB200 order, the usa resistor company Vishay is currently at full capacity for its MOSFET production in 2025, expected to contribute revenue of about 20-30%, with a gross margin higher than the average level. In addition, Guo Mingqi pointed out that the GB200 heavily uses Vishay's vPolyTan (polymer tantalum capacitors), which is currently facing a supply shortage in 2025, and it is expected that the gross margin for this product will be significantly higher than the average level.