MONOLITHIC POWER SYSTEMS, INC. · 2026-10-29 · Importance 81 · Surprise 64
Enterprise Data revenue was $506.7 million, up 164.6% year over year and 33.2% sequentially, representing 42.1% of Q3 revenue. The sequential increase reflected higher sales of MPS power-management solutions for AI and server applications. Management reported strong demand across existing enterprise-data customers and said it expected that demand to continue into 2027.
Key facts
Using in-house developed AI design tools, MPS expanded its customer base in traditional areas and new applications including desktop AI designs. source
MPS expects strong demand across existing Enterprise Data customers to continue into 2027. source