Monolithic Power — Supply Chain & Business Relationships
Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.
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13 competitors5 source filings
Featured in supply-chain maps: Analog & Power Semiconductors · Wide-Bandgap Power (GaN & SiC)
Where it sits in the AI-server chain
The stages where a filing quote places this company on the AI-server chain.
Competitors
Competes with ↔
Qorvo
Filed 2026-05-08 · 105 days ago
“HPA competes primarily with Analog Devices, Inc.; Axiro Semiconductor Private Limited; MACOM Technology Solutions Holdings, Inc.; Monolithic Power Systems, Inc.; Renesas Electronics Corporation; Scientific Components Corporation (d/b/a Mini-Circuits); Silergy Corp; and Texas Instruments, Inc.”— QRVO 10-K, filed 2026-05-08 EDGAR · View source filing ↗
Competes with ↔
Analog Devices
Filed 2026-02-27 · 175 days ago
“We are in direct and active competition, with respect to one or more of our product lines, with several manufacturers of such products. We consider our primary competitors to include Analog Devices, Infineon Technologies, NXP Semiconductors, ON Semiconductor, Power Integrations, Renesas Electronics, ROHM Semiconductor, Semtech, STMicroelectronics and Texas Instruments.”— MPWR 10-K, filed 2026-02-27 EDGAR · View source filing ↗
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Infineon
Filed 2026-02-27 · 175 days ago
“We are in direct and active competition, with respect to one or more of our product lines, with several manufacturers of such products. We consider our primary competitors to include Analog Devices, Infineon Technologies, NXP Semiconductors, ON Semiconductor, Power Integrations, Renesas Electronics, ROHM Semiconductor, Semtech, STMicroelectronics and Texas Instruments.”— MPWR 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
NXP
Filed 2026-02-27 · 175 days ago
“We are in direct and active competition, with respect to one or more of our product lines, with several manufacturers of such products. We consider our primary competitors to include Analog Devices, Infineon Technologies, NXP Semiconductors, ON Semiconductor, Power Integrations, Renesas Electronics, ROHM Semiconductor, Semtech, STMicroelectronics and Texas Instruments.”— MPWR 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
onsemi
Last confirmed 2026-02-27 · 175 days ago · corroborated by 2 filings
“We are in direct and active competition, with respect to one or more of our product lines, with several manufacturers of such products. We consider our primary competitors to include Analog Devices, Infineon Technologies, NXP Semiconductors, ON Semiconductor, Power Integrations, Renesas Electronics, ROHM Semiconductor, Semtech, STMicroelectronics and Texas Instruments.”— MPWR 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
Power Integrations
Filed 2026-02-27 · 175 days ago
“We are in direct and active competition, with respect to one or more of our product lines, with several manufacturers of such products. We consider our primary competitors to include Analog Devices, Infineon Technologies, NXP Semiconductors, ON Semiconductor, Power Integrations, Renesas Electronics, ROHM Semiconductor, Semtech, STMicroelectronics and Texas Instruments.”— MPWR 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
Renesas
Filed 2026-02-27 · 175 days ago
“We are in direct and active competition, with respect to one or more of our product lines, with several manufacturers of such products. We consider our primary competitors to include Analog Devices, Infineon Technologies, NXP Semiconductors, ON Semiconductor, Power Integrations, Renesas Electronics, ROHM Semiconductor, Semtech, STMicroelectronics and Texas Instruments.”— MPWR 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
ROHM
Filed 2026-02-27 · 175 days ago
“We are in direct and active competition, with respect to one or more of our product lines, with several manufacturers of such products. We consider our primary competitors to include Analog Devices, Infineon Technologies, NXP Semiconductors, ON Semiconductor, Power Integrations, Renesas Electronics, ROHM Semiconductor, Semtech, STMicroelectronics and Texas Instruments.”— MPWR 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
Semtech
Filed 2026-02-27 · 175 days ago
“We are in direct and active competition, with respect to one or more of our product lines, with several manufacturers of such products. We consider our primary competitors to include Analog Devices, Infineon Technologies, NXP Semiconductors, ON Semiconductor, Power Integrations, Renesas Electronics, ROHM Semiconductor, Semtech, STMicroelectronics and Texas Instruments.”— MPWR 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
STMicroelectronics
Filed 2026-02-27 · 175 days ago
“We are in direct and active competition, with respect to one or more of our product lines, with several manufacturers of such products. We consider our primary competitors to include Analog Devices, Infineon Technologies, NXP Semiconductors, ON Semiconductor, Power Integrations, Renesas Electronics, ROHM Semiconductor, Semtech, STMicroelectronics and Texas Instruments.”— MPWR 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
Texas Instruments
Filed 2026-02-27 · 175 days ago
“We are in direct and active competition, with respect to one or more of our product lines, with several manufacturers of such products. We consider our primary competitors to include Analog Devices, Infineon Technologies, NXP Semiconductors, ON Semiconductor, Power Integrations, Renesas Electronics, ROHM Semiconductor, Semtech, STMicroelectronics and Texas Instruments.”— MPWR 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
Rambus
Filed 2026-02-18 · 184 days ago
“In the memory interface chip market, we compete with international semiconductor companies, including but not limited to Monolithic Power Systems, Montage Technology, Renesas and Texas Instruments.”— RMBS 10-K, filed 2026-02-18 EDGAR · View source filing ↗
Competes with ↔
Alpha & Omega
Filed 2025-08-28 · 358 days ago
“Our major competitors for our power ICs include Monolithic Power Systems, Inc., ON Semiconductor Corp., Richtek Technology Corp., Semtech Corporation, Texas Instruments Inc. and Vishay Intertechnology, Inc.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Filed activity
Filings by Monolithic Power itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.
on July 30, 2026 Monolithic Power Systems, Inc. (“MPS”) reported its results after market close on July 30, 2026 and will host a question-and-answer webinar at 2:00 p.m. PT / 5:00 p.m. ET. The webinar can be accessed from the Investor Relations section of the MPS website at www.monolithicpower.com .Show more from the filing
Q2 2026 Financial Summary (Unaudited) GAAP Q2'26 Q1'26 Q2'25 QoQ Change YoY Change Revenue ($M) $ 980.6 $ 804.2 $ 664.6 21.9 % 47.6 % Gross Margin 55.2 % 55.3 % 55.1 % (0.1) pts 0.1 pts Opex ($M) $ 237.2 $ 203.9 $ 201.3 16.3 % 17.8 % Operating Margin 31.0 % 30.0 % 24.8 % 1.0 pts 6.2 pts Net income ($M) $ 257.3 $ 193.2 $ 135.0 33.2 % 90.6 % Diluted EPS $ 5.22 $ 3.92 $ 2.81 33.2 % 85.8 % Non-GAAP Q2'26 Q1'26 Q2'25 QoQ Change YoY Change Revenue ($M) $ 980.6 $ 804.2 $ 664.6 21.9 % 47.6 % Gross Margin 55.6 % 55.5 % 55.5 % 0.1 pts 0.1 pts Opex ($M) $ 177.6 $ 158.3 $ 137.6 12.1 % 29.1 % Operating Margin 37.5 % 35.8 % 34.8 % 1.7 pts 2.7 pts Net income ($M) $ 320.1 $ 251.3 $ 202.2 27.4 % 58.3 % Diluted EPS $ 6.50 $ 5.10 $ 4.21 27.5 % 54.4 % Tax Rate 15.0 % 15.0 % 15.0 % Flat Flat Revenue by End Market Revenue % Change % of Revenue End Market ($M) Q2'26 Q1'26 Q2'25 QoQ YoY Q2'26 Q1'26 Enterprise
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2026-04-30Earnings releaseComputing, Automotive, and Consumer Applications Monolithic Power Systems Reports First Quarter Results
on April 30, 2026 Monolithic Power Systems, Inc. (“MPS”) reported its results after market close on April 30, 2026 and will host a question-and-answer webinar at 2:00 p.m. PT / 5:00 p.m. ET. The webinar can be accessed from the Investor Relations section of the MPS website at www.monolithicpower.com .Show more from the filing
Q1 2026 Financial Summary (Unaudited) GAAP Q1'26 Q4'25 Q1'25 QoQ Change YoY Change Revenue ($M) $804.2 $751.2 $637.6 7.1 % 26.1 % Gross Margin 55.3 % 55.2 % 55.4 % 0.1 pts (0.1) pts Opex ($M) $203.9 $214.3 $184.5 (4.9 %) 10.5 % Operating Margin 30.0 % 26.6 % 26.5 % 3.4 pts 3.5 pts Net income ($M) $193.2 $171.7 $135.1 12.6 % 43.1 % Diluted EPS $3.92 $3.49 $2.81 12.3 % 39.5 % Non-GAAP Q1'26 Q4'25 Q1'25 QoQ Change YoY Change Revenue ($M) $804.2 $751.2 $637.6 7.1 % 26.1 % Gross Margin 55.5 % 55.5 % 55.7 % Flat (0.2) pts Opex ($M) $158.3 $148.1 $133.5 7.0 % 18.6 % Operating Margin 35.8 % 35.8 % 34.7 % Flat 1.1 pts Net income ($M) $251.3 $235.3 $193.8 6.8 % 29.7 % Diluted EPS $5.10 $4.79 $4.04 6.5 % 26.2 % Tax Rate 15.0 % 15.0 % 15.0 % Flat Flat Revenue by End Market Revenue % Change % of Revenue End Market ($M) Q1'26 Q4'25 Q1'25 QoQ YoY Q1'26 Q4'25 Enterprise Data $262.8 $233.5 $132.9
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2026-02-05Earnings releaseMonolithic Power Systems Announces Results for the Fourth Quarter and Year Ended December 31, 2025
and an Increase in Quarterly Cash Dividend Schaffhausen, Switzerland, February 5, 2026 -- Monolithic Power Systems, Inc. (“MPS”) (Nasdaq: MPWR), a fabless global company that provides high-performance, semiconductor-based power electronics solutions, today announced financial results for the quarter and year ended December 31, 2025 .Show more from the filing
MPS also announced that its Board of Directors has approved an increase in the quarterly cash dividend from $1.56 per share to $2.00 per share. The first quarter dividend of $2.00 per share will be paid on April 15, 2026 to all stockholders of record as of the close of business on March 31, 2026. The financial results for the quarter ended December 31, 2025 were as follows: ● Revenue was $751.2 million for the quarter ended December 31, 2025 , a 1.9% increase from $737.2 million for the quarter ended September 30, 2025 and a 20.8% increase from $621.7 million for the quarter ended December 31, 2024 . ● GAAP gross margin was 55.2% for the quarter ended December 31, 2025 , compared with 55.4% for the quarter ended December 31, 2024 .
— Form 8-K · Items 2.02, 5.02, 8.01, 9.01 · US SEC EDGAR · View source filing ↗
2025-10-30Earnings releaseMonolithic Power Systems Announces Results for the Third Quarter Ended September 30, 2025
Schaffhausen, Switzerland, October 30, 2025 -- Monolithic Power Systems, Inc. (“MPS”) (Nasdaq: MPWR), a fabless global company that provides high-performance, semiconductor-based power electronics solutions, today announced financial results for the quarter ended September 30, 2025 .Show more from the filing
The financial results for the quarter ended September 30, 2025 were as follows: ● Revenue was $737.2 million for the quarter ended September 30, 2025 , a 10.9% increase from $664.6 million for the quarter ended June 30, 2025 and an 18.9% increase from $620.1 million for the quarter ended September 30, 2024 . ● GAAP gross margin was 55.1% for the quarter ended September 30, 2025 , compared with 55.4% for the quarter ended September 30, 2024 .
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2025-07-31Earnings releaseMonolithic Power Systems Announces Results for the Second Quarter Ended June 30, 2025
KIRKLAND, WASHINGTON, July 31, 2025 -- Monolithic Power Systems, Inc. (“MPS”) (Nasdaq: MPWR), a fabless global company that provides high-performance, semiconductor-based power electronics solutions, today announced financial results for the quarter ended June 30, 2025 .Show more from the filing
The financial results for the quarter ended June 30, 2025 were as follows: ● Revenue was $664.6 million for the quarter ended June 30, 2025 , a 4.2% increase from $637.6 million for the quarter ended March 31, 2025 and a 31.0% increase from $507.4 million for the quarter ended June 30, 2024 . ● GAAP gross margin was 55.1% for the quarter ended June 30, 2025 , compared with 55.3% for the quarter ended June 30, 2024 .
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗