### @MPWR — Conflicting — channel-check estimate contradicted by the company's filings and call
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.
- tier: Conflicting (✕)
- source: MPWR / The socket-loss reading, answered flatly
- receipt: https://ticker.thevixguy.com/p/p-day-20260807-mpwr-src-mpwr-socket-loss-rotation
- posted: 2026-08-07T11:02:36.185Z