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Monolithic Power Systems (MPWR) is making its case as a high-conviction semiconductor play, with Oppenheimer Holdings (OPY), the Investment research and advisory firm, placing it in the same league as NVIDIA Corporation (NVDA), Broadcom (AVGO), and Marvell Technology (MRVL).
Following recent channel checks across Asia’s supply chain, Oppenheimer’s analyst Rick Schafer highlighted that the artificial intelligence (AI) race remains in overdrive. Cloud service providers are aggressively scaling infrastructure, with demand expected to outstrip supply well into 2027.