Source

Source published 2026-07-30; checked September 6, 2026. Period: Q2 2026 earnings call; pages 4–5 of the PDF.

In its issuer-hosted transcript, MPS management described revenue contributions from optical-module power solutions and power for switches, DPUs and NICs. Management also described shipments of vertical power modules to additional customers.

Limits and campaign interpretation

These are attributed management statements. They support commercial power-conversion exposure, not every supplier or topology. The transcript does not establish an industry-wide CPU shortage, supplier socket share or durable margins for other companies.

Sources

• Primary source

Takeaway

In its issuer-hosted transcript, MPS management described revenue contributions from optical-module power solutions and power for switches, DPUs and NICs. Management also described shipments of vertical power modules to additional customers. These are attributed management statements. They support commercial power-conversion exposure, not every supplier or topology. The transcript does not establish an industry-wide CPU shortage, supplier socket share or durable margins for other companies.