An industry channel‑check reading circulated that we lost roughly 60‑70% of an NVIDIA Blackwell power socket to Infineon and Renesas, okay? Our SEC filings show no mention of NVIDIA, Blackwell, or any socket loss. I said I don’t see us lose any socket, the major socket at least, and we keep winning; those design wins will turn into revenue, okay? The estimate and our account conflict, and filings so far side with us; whether any loss detail emerges later is something to watch.

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MPWR / The socket-loss reading, answered flatly

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/p/p-day-20260807-mpwr-src-mpwr-socket-loss-rotation ↗

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2026-08-07T11:02:36.185Z