郭明錤:受益英伟达GB200订单需求 美国电阻LiderMOSFET产能满载

Golden data on November 27th, well-known analyst Guo Mingkai’s latest report shows that the benefit of NVIDIA GB200 orders exceeds expectations. Vishay, the American resistance company, is currently at full capacity for MOSFET production in 2025, and is expected to contribute about 20–30% of revenue, with a gross margin higher than the average level. In addition, Guo Mingkai pointed out that GB200 extensively uses Vishay’s vPolyTan (polymer tantalum capacitor), which is currently facing a supply shortage in 2025, and is expected to have a significantly higher gross margin than the average level.

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