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MPWR's AI Power Boom Accelerates as Enterprise Data Sales Surge 164.6%
What happened
MPWR surpassed $6 billion in annual revenue-supporting capacity in the third quarter and is targeting $8 billion by the second half of 2027. A long-term manufacturing agreement with GlobalFoundries is part of this expansion. Volume production at GlobalFoundries' advanced 300mm facility in Singapore is expected to begin in early 2027 and support power solutions for AI and cloud infrastructure, automotive systems and industrial robotics.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
power modulespower solutions for AI and cloud infrastructure, automotive systems and industrial robotics
Monolithic Power Systems, Inc.GlobalFoundries
AIPowerCapacityGlobalFoundriesQ3 2026Expansion
Source and time
Source: Yahoo Finance — TXN · 11/3/2026 · View original source
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