As bullish calls grow for Nvidia (NVDA) stock on 澳洲幸运5官ꦦ方开奖结果体彩网:strong demand for its upcoming Blackwell system, KeyBanc analysts highlighted how Nvidia's gains could also boost shares of its partners such as Micron Technology (MU) and Monolithic Power Systems (MPWR).

KeyBanc analysts lifted their price targets for both of the Nvidia partners in a note Tuesday, citing anticipated benefits from Blackwell's launch.

Micron Poised To Gain as Nvidia Memory Partner

Micron provides Nvidia with memory solutions for its 澳洲幸运5官方开奖结果体彩网:artificial intelligence (AI) chips, with the company's high bandwidth memory (HBM) chips used in Nvidia’s 澳洲幸运5官方开奖结果体彩网:graphic processing units (GPUs).

KeyBanc analysts highlighted the "positive implications" for Micron as Samsung has struggled to get its HBM chips certified for use in Nvidia GPUs.

They said Samsung is "unlikely to have material share on Blackwell," which KeyBanc said "will support MU gaining outsized share" on memory chips used in AI GPUs.

KeyBanc lifted its price target for Micron to $165 from $160. Micron shares closed 0.3% higher at $131.14 Tuesday, contributing to the stock's nearly 54% gain this year.

Monolithic ♒Power Systems To Benefit From Nvidia Ties

Monolithic Power Systems is a Nvidia partner providing power manageme𓂃nt solutions for its GPUs.

The analysts said they "expect MPWR to maintain 80%+ share on NVDA Hopper/Blackwell platforms in power," highlighting that Blackwell has increased power requirements compared to its predecessor, Hopper.

KeyBanc analysts raised their Monolithic Power Systems price target to $975 from $850. Monolithic Power Systems shares lost about 0.7% Tuesday to finish at $846.20, though they've gained about 34% since the start of the year.