Wei Chia's questions to Monolithic Power Systems Inc (MPWR) leadership • Q1 2025
Question
Wei Chia asked about the potential for gross margin expansion in the second half of the year, given new ramps and wafer pricing trends. She also sought more detail on the communications end market, particularly regarding optical modules and its ramp timing.
Answer
CFO Bernie Blegen confirmed there is room for gross margin expansion, which CEO Michael R. Hsing clarified was a positive outlook for the next year, not an indication of price increases in the second half of 2025. On the communications market, Blegen noted that recent performance has been balanced across network telecom, routers, and optical fiber, with no single application dominating the segment's results.