ENTITY · mps
Monolithic Power SystemsMPWR
United States·analog mixed signal·major·$76.8B mkt cap
Fabless high-performance power management IC designer; key in AI servers.
CLEAR · 0–39
25/100 illustrative
Underwriting Thesis
CLEAR — Monolithic Power Systems: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in analog mixed signal. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
Sole-Source Dependence48
Sanctions Exposure0
Downstream Criticality59
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
analog mixed signalpower
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MMonolithic Power Systems → NVIDIA → Scale AI
Possible substitutes · same commodity buckets