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    Rick Schafer

    Research Analyst at Oppenheimer & Co. Inc.

    Rick Schafer is Managing Director and Senior Semiconductor Equity Analyst at Oppenheimer & Co. Inc., where he leads comprehensive research on leading semiconductor companies such as Nvidia, Intel, Broadcom, Texas Instruments, Analog Devices, and Cirrus Logic. Consistently ranked among the top Wall Street analysts, he holds a TipRanks success rate of 74% with an average return per recommendation of 26.8%, placing him in the top 10 analysts nationwide. Schafer has been with Oppenheimer since 1997, following earlier experience as a financial analyst with Eurofon in Germany, and holds both an MBA from the University of South Carolina and a BS in Finance from Florida State University. He is FINRA-registered and recognized for outperforming sector averages by 30% over the last four years.

    Rick Schafer's questions to MONOLITHIC POWER SYSTEMS (MPWR) leadership

    Rick Schafer's questions to MONOLITHIC POWER SYSTEMS (MPWR) leadership • Q2 2025

    Question

    Rick Schafer asked if the $4 billion enterprise data SAM includes the future conversion to 48-volt servers and how much HVDC might add to that total addressable market. He also requested an outlook for the Communications segment.

    Answer

    Founder, Chairman, President & CEO Michael Hsing clarified that the $4 billion SAM does not include future opportunities like 48-volt servers or 800-volt systems, which he views as significant long-term drivers. For Communications, EVP & CFO Bernie Blegen noted that while core networking has plateaued, growth in optical modules for data centers has been strong.

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