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.
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