Update: The story was updated with KeyBanc note. Loop upgraded Monolithic Power Systems (NASDAQ:MPWR) to Buy from Hold with a $660 price target. Shares of the company — which sells semiconductor ...

Edgewater analysts said that Monolithic's allocation in Blackwell might be drastically limited or eliminated by performance problems with its voltage regulator modules and power management ...

To the analysts, that suggests either "limited or no" allocation for Monolithic for the B200 (1000 watts) and GB200 (1,200 ...