据TF国际证券分析师郭明錤10月9日表示，德州仪器和英飞凌已被新增为英伟达的供应商。
郭明錤在X平台上表示，随着英伟达GB200芯片接近量产，越来越多的组件由新的供应商提供，这有助于降低成本并改善质量控制。然而，这也意味着供应链内部的竞争加剧。
目前，德州仪器和英飞凌负责提供之前由Monolithic Power Systems供应的电压调节器。此外，Monolithic Power Systems 现在还提供集成基控器，这一组件之前仅由台达电子供应。
受此消息影响，德州仪器股价在午盘上涨1.3%，英飞凌和Monolithic Power Systems的股价也有所上涨，而英伟达股价则微幅上升。
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