Alpha & Omega Semiconductor a leading beneficiary of Nvidia certification process change
According to the latest note from TF International Securities, analysts note that Alpha & Omega Semiconductor is poised to become a new GB200 supplier and one of the leading beneficiaries of Nvidia’s certification process change.They believe that while this strategy enhances Nvidia’s competitiveness, it presents execution challenges, most notably the need to accelerate the supplier certification process while simultaneously accelerating system development.
"AOSL is currently a supplier of MOSFETs and power ICs for HGX/DGX H100. Due to Nvidia’s changes in the supplier certification process, AOSL is expected to become a new GB200 supplier and start shipments by the end of this year, gaining market share of high-ASP GB200 orders from suppliers like Renesas and MPS," explains analysts.
日本 最新ニュース, 日本 見出し
Similar News:他のニュース ソースから収集した、これに似たニュース記事を読むこともできます。
Alpha & Omega Fitness join in on Murph Challenge in honor of Memorial DayMembers completed a one-mile run, 100 pullups, 200 pushups, 300 squats and another 1 mile run to finish off the workout.
続きを読む »
Nvidia and more: Citi names global stocks to play the semiconductor boomThe global semiconductor industry is set to experience 'groundbreaking changes,' Citi says, naming its top stocks to play the theme.
続きを読む »
Nvidia’s finally replacing GeForce Experience with this all-in-one ‘Nvidia app’Nvidia is launching a beta for the Nvidia app for Windows PCs that use its graphics cards, combining the features of the GeForce Experience and Control Panel in one package.
続きを読む »
2 Powerful Reasons to Remain Bullish on SemiconductorsStocks Analysis by Brian Gilmartin covering: NVIDIA Corporation, Philadelphia Semiconductor Index, VanEck Semiconductor ETF. Read Brian Gilmartin's latest article on Investing.com
続きを読む »
Are Semiconductor Stocks Targeting Much Higher Prices?Stocks Analysis by Chris Kimble covering: NVIDIA Corporation, VanEck Semiconductor ETF. Read Chris Kimble's latest article on Investing.com
続きを読む »
Will Ospreay Speaks on Sharing a Locker Room With Kenny Omega in AEWOspreay kept his thoughts on Omega brief.
続きを読む »