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    Kelsey Chia

    Vice President and equity analyst at Citigroup Inc.

    Kelsey Chia is a Vice President and equity analyst at Citigroup, specializing in coverage of technology companies with particular focus on the semiconductor sector. She has provided investment ratings on firms such as Monolithic Power Systems (MPWR), maintaining a bullish stance with a price target increase from $615 to $700 and delivering an average return of 14.47% and a 66.67% success rate on her published recommendations. Chia began her analyst career in the early 2020s and has quickly established a reputation for rigorous quantitative and qualitative analysis, consistently ranking in the top quartile of Citigroup’s equity research team. She holds relevant FINRA registration and securities analyst licensure, positioning her as a recognized authority among Wall Street technology analysts.

    Kelsey Chia's questions to MONOLITHIC POWER SYSTEMS (MPWR) leadership

    Kelsey Chia's questions to MONOLITHIC POWER SYSTEMS (MPWR) leadership • Q2 2025

    Question

    Kelsey Chia asked if the ramp of new ASIC platforms would lead to a return to a more diversified customer base with no single customer over 5% of sales. She also questioned if a growth rate near 20% for 2026 was a reasonable assumption based on market recovery and MPS's outperformance targets.

    Answer

    EVP & CFO Bernie Blegen confirmed that the recent high customer concentration was an 'aberration' and he expects a return to a more normal, diversified customer profile. Regarding 2026 growth, Blegen agreed that the analyst's assumptions were accurate within a few percentage points, with enterprise data expected to be a key contributor to that growth.

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