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Aletheia Maintains 12,000 TWD Target Price for MPI as Market Share Grows
Electronic Technology · Semiconductors · economic_daily · 2026-09-12
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Aletheia reports that MPI is capturing significant market share in NVIDIA Vera CPU and Mellanox orders, displacing competitors and securing a bullish 12,000 TWD target.
What Happened
Market Share Expansion: Aletheia's latest research highlights MPI's strong momentum in the NVIDIA Vera CPU and Mellanox supply chains, where it is successfully capturing market share from competitors. The company has not only solidified its existing orders but has also secured a pivotal role in upcoming next-generation product developments.
Competitor Setbacks: The report notes that a key Taiwanese rival has lost its position in the NVIDIA Vera CPU TB500 project and was excluded from the TB600 initiative. This competitor has also seen its share of Mellanox network equipment orders dwindle, with MPI effectively taking over the supply for these critical components.
Product Dominance: MPI has achieved near-exclusive status in supplying Mellanox’s core network equipment, including the ConnectX, SpectrumX, and QuantumX product lines. The company is already actively engaged in development projects for next-generation products, further widening the gap between itself and its competitors.
Investment Outlook: Given the upward trend in the chip probe testing market, Aletheia has included MPI in its 'Alpha Portfolio' as a top pick. Analysts have maintained a target price of 12,000 TWD, reflecting confidence in the company's long-term growth trajectory and competitive positioning.
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