NVIDIA's new GB200 Superchip is set to have a new supplier, Alpha and Omega Semiconductor Ltd (AOSL), as reported by analyst Ming-Chi Kuo. AOSL, currently a supplier of MOSFETs and power ICs for NVIDIA's HGX/DHX H100 AI servers, is expected to join the GB200 AI server train. This move positions AOSL as one of the leading beneficiaries of NVIDIA's certification process changes.
With NVIDIA planning to release new versions of its flagship AI chips annually, the company faces challenges in execution and supplier certification processes. AOSL's transition to becoming a GB200 supplier aligns with NVIDIA's strategy to enhance competitiveness and accelerate system development. The shift in supplier certification processes opens up opportunities for companies like AOSL to gain market share in high-ASP GB200 orders.
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