Monolithic Power: Strong AI Tailwinds to Drive 50% Enterprise Data Segment Growth in FY26

Monolithic Power Systems (MPS) is exiting 2025 with strong AI-driven momentum in its Enterprise Data segment, recording QoQ growth of 33% and 21.9% in the second half of the year. Management guided for the segment’s growth to ‘conservatively’ have a floor of 50% YoY in 2026, likely driven by the ramp of multiple ASICs and GPU platforms this year and the increasing need for voltage regulator modules and vertical power delivery in increasingly powerful AI accelerators.

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