Blackwell supplier Monolithic Power plummets! Analyst supports: no technical issues
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Previously, Edgewater Research pointed out that Monolithic Power's products had issues, which could lead to losing the opportunity to supply parts for NVIDIA's Blackwell graphics cards, resulting in a nearly 25% drop in stock price. However, Rosenblatt analyst Mosesmann believes there are no issues with the products, and if there were, NVIDIA would notify the company. Although Monolithic Power's share in the Blackwell chip may decrease, it will still be a major supplier and is expected to maintain a significant market share, subsequently narrowing the stock price decline
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