From Investor's Business Daily, December 16:
Nvidia Stock Hits Sell Zone On Power-Chip Overheating Issue
Nvidia (NVDA) stock fell Monday after an analyst said the AI chipmaker is "experiencing severe thermal issues" with some power chips used in its latest server systems for artificial intelligence.
TF International Securities analyst Ming-Chi Kuo said Nvidia is having problems with DrMOS chips from Alpha & Omega Semiconductor (AOSL). Nvidia is testing those chips with its Blackwell series GB300 and B300 systems.
Nvidia also is testing DrMOS chips from Monolithic Power Systems (MPWR). DrMOS, which stands for "Driver and MOSFET Module," is a voltage regulator that powers processors, motherboards and other electronics.
"My latest supply chain survey indicates that AOS's chips were experiencing severe thermal issues," Kuo said in a report.
Nvidia had prioritized testing Alpha & Omega's power chips in part to "strengthen its bargaining power against MPS to lower costs," Kuo said.
The issue threatens to delay mass production of Nvidia's GB300 and B300 systems, he said.
Nvidia Stock Triggers Sell Signal...
....MUCH MORE
In premarket trade the stock is down $2.01 (-1.52%) at $129.99.
