Vishay Intertechnology (VSH, Financials) shares rose 8% by late morning Tuesday after securing key orders tied to Nvidia's (NVDA, Financials) next-generation artificial intelligence servers and RTX 50 series graphics cards, according to a report by Ming-Chi Kuo, an analyst at TF International Securities.
Comprising the GB200 series and DGX/HGX B200 variants, the orders include parts for Nvidia's Blackwell AI servers. Specific items bought from Vishay include vPolyTan polymer tantalum capacitors, current shunt resistors, Driver and MOSFET Modules, Schottky barrier diodes, and metal-oxide-semiconductor field-effect transistors.
According to Kuo, for MOSFETs Nvidia has switched its supplier choice from Infineon Technologies (IFNNY, Financials) to Vishay. Also chosen as the provider for DrMOS components used in Nvidia's RTX 50 series graphics cards—expected to be mass-produced early next year—was Vishay.
"Vishay 3.0 stands to capitalize on robust demand for Nvidia's AI servers and the new RTX 50 series, with meaningful results anticipated in 2025," Kuo said in a Medium piece.
Based in Pennsylvania, Vishay produces semiconductors for usage in several sectors as well as passive and active electronic components.
Announced in March 2024, Nvidia's Blackwell architecture is meant to let companies to construct and operate real-time generative AI on trillion-parameter big language models with up to 25 times less cost and energy usage than its predecessor, hence ushering in a new era of computing.
Based on the Blackwell architecture, the RTX 50 series graphics cards are slated to debut in early 2025; versions include the RTX 5090, RTX 5080, RTX 5070 Ti, and RTX 5070 anticipated to be launched in the first quarter.
