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COMPANY RESEARCH / MPWR

Monolithic Power Systems

Humanoid power stages & motor electronics

Published by FyncaResearch checked How we research

HUMANOID ROBOT

Where it fits in the robot

MPS documents integrated power-stage designs for humanoid AI processors and offers motion-control and robotics electronics.

What the evidence establishes

Humanoid evidence

MPS documents humanoid SoC power stages and catalogs BMS/motor-control ICs. Supporting power circuitry is not memory manufacturing.

An explicit humanoid product, development program, application, or partnership. This does not establish revenue, market share, or production volumes.

Component roleHumanoid power stages & motor electronics
EvidenceMPS documents humanoid SoC power stages and catalogs BMS/motor-control ICs. Supporting power circuitry is not memory manufacturing.
Primary sourceMonolithic Power Systems — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

Power-management chips serve multiple large markets. Application designs do not establish a humanoid revenue share.

Specialist business exposure. This describes the breadth or role of the business; it is not an investment rating. A robotics product or development announcement does not by itself establish material humanoid revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Encoder & drive electronics

Position feedback and a motor drive close the control loop so the joint follows commanded motion.

Scope of the company links: Includes position encoders, motor-control chips, drive power devices, and integrated controls. Open a company to see its specific role.

Compute carrier board

The circuit board routes power and high-speed signals between compute, memory, and peripherals.

Scope of the company links: Compute modules and reference platforms, plus board interconnects (Amphenol) and power electronics (MPS). Not bare-PCB fabrication.

Battery management board

A BMS monitors series-group voltages, pack current and selected temperatures. Protection and balancing require suitable circuitry; the illustration omits a complete safety design.

Scope of the company links: Battery-monitoring, protection, balancing, and management electronics. Cell makers and generic motor drivers are listed separately.

AI SERVER RACK

Where it fits in an AI server rack

Reported stronger sales of power management solutions for AI and server applications in Q4 2025, when Enterprise Data revenue rose 19.8% to $233.5 million (31.1% of revenue), and said it is sampling an 800 V power solution for data centers (Feb 5, 2026). NVIDIA lists MPS among its 800 VDC silicon partners (May 20 and Oct 13, 2025).

What the evidence establishes

AI-rack evidence

Disclosed: MPS’s Q4 2025 results describe power management for AI and server applications and 800 V sampling; NVIDIA names MPS among 800 VDC silicon partners.

An explicit AI-server or AI-rack product, design-in, supply role, program, reference design or partnership, such as a part named for rack-scale AI systems or a product sold for AI data centers. For a rack builder, it means the company’s own AI servers or racks. This does not establish revenue, market share, volumes or future sourcing.

Component rolePower management for AI servers; 800 V data-center solution
EvidenceDisclosed: MPS’s Q4 2025 results describe power management for AI and server applications and 800 V sampling; NVIDIA names MPS among 800 VDC silicon partners.
How we knowDisclosed The company’s own filing, release, annual report, product page or investor record describes the AI-server or AI-rack role. Where customers are unnamed, the listing says so.
Primary sourceMonolithic Power Systems — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

MPS does not name AI customers or split AI from server revenue, and full-year 2025 Enterprise Data revenue fell 2.0% to $701.8 million. Blackwell voltage-regulator share estimates are press-only and not used.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Voltage regulators

Multiphase controllers, power stages and 48 V converter modules that step bus voltage down to below one volt at hundreds or thousands of amps, right beside each chip.

Scope of the company links: Multiphase controllers, power stages and 48 V or 800 V bus-converter modules stepping down to under 1 V at the chips. MPS reports stronger sales of power management for AI and server applications and is sampling an 800 V solution; Infineon calls AI data-center power its main growth driver. TI (a 6 V-to-sub-1 V multiphase buck in its 800 VDC architecture), onsemi, Navitas, AOS, Renesas and Analog Devices are on NVIDIA’s 800 VDC silicon lists or have announced 800 VDC work with NVIDIA; Vicor sells 48 V Power-on-Package modules for AI accelerators. Delta (TLVR regulators), Flex (vertical power delivery), Advanced Energy (800 V-to-50 V converters) and Lite-On (power bricks) sell modules. NVIDIA does not say whose power stages sit on a Blackwell board, and press share estimates are not used. Empower (being acquired by ADI) and Claros (being acquired by Navitas) are private; Richtek is a MediaTek subsidiary.

Related research

Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.

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