On-Board Power Management (VRMs, DC-DC, multiphase controllers)

Converting 48V/12V down to ~0.7V at thousands of amps per package. Dollar content per GPU rising sharply.

Players

Players: Monolithic Power Systems MPWR, Vicor VICR, Infineon IFX.DE, Renesas 6723.T, Texas Instruments TXN, Analog Devices ADI, Navitas Semiconductor NVTS (GaN), Power Integrations POWI, ON Semi ON, Alpha & Omega AOSL