ADI241101P225000
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Analog Devices Newsroom
Keysight and ADI Partner to Develop GMSLTM Test Methodology
Onsemi Just Reported Q3 Results. Here's Why the Stock Is Rising
Investors Appear Satisfied With Analog Devices, Inc.'s (NASDAQ:ADI) Prospects
What determines the direction of chip stocks? How much more money do the cloud giants need to invest, and who has received Taiwan Semiconductor's production capacity?
The current market is focusing on the capital expenditure of cloud computing giants and the allocation of Taiwan Semiconductor's CoWoS packaging capacity. Daiwa believes that AMD seems to have reduced its CoWoS orders at Taiwan Semiconductor in 2025, but this capacity is immediately taken over by nvidia, with nvidia's demand expected to account for 63% by 2025. Capital expenditure on cloud computing is accelerating due to investment in GPU chips, and year-on-year growth is expected to peak in the first half of 2025.
Who is altair engineering? Siemens and EDA, the two giants, are competing to acquire it.
Yesterday, after rumors of PTC and Cadence's intention to acquire software company altair engineering, Siemens AG is negotiating potential trade to acquire software manufacturer altair engineering.
TIER IV Launches GMSL2-10GbE Conversion Module Joining Efforts With Analog Devices
Analog Devices, Inc. to Report Fourth Quarter Fiscal Year 2024 Financial Results on Tuesday, November 26, 2024
Texas Instruments Earnings Spotlight a New Group of Chip Stocks
Huang Renxun "apologized": nvidia Blackwell chips had design flaws but have been fixed, can the semiconductor market driven by AI continue?
On October 23rd, nvidia CEO Jensen Huang launched a new supercomputer named Gefion in Denmark, which has 1528 GPUs and is planned to be used for drug research and development, disease diagnosis, treatment, and complex life science challenges. Huang believes, "The era of computer-aided drug research is bound to come within ten years, which will be the decade of digital biology."
Semiconductor companies have very different fates! Are chip stocks doubling all thanks to AI?
Last week, the chip stock earnings season officially kicked off. However, taiwan semiconductor and asml holding, which released their earnings reports just one day apart, had completely different fates.
GPUs outperform CPUs, AI is changing the chip industry.
Yole predicts in its latest report that, driven by generative ai, the GPU market size is expected to reach $190 billion by 2029, twice as large as the CPU market size!
Apart from AI, all are losers! Asml holding exposes the "fierce" trend of differentiation in the chip industry.
Despite bullish signals released by AI, key markets such as personal computers and autos have yet to emerge from the winter, analysts predict that the differentiation in the chip industry will last at least until 2025. Traditional chip companies that fail to seize the AI wave will have more room for further stock price declines. Focus on the latest financial reports of Texas Instruments, Lam Research, and others this week.
AI Chips Reign While Auto, Industrial Semis Face Headwinds: Susquehanna
Technology stocks are experiencing another outbreak, igniting market bullish sentiment. Grasping intra-day rotational opportunities remains crucial.
Track the entire lifecycle of the main sector.
Goldman Sachs: Analog Devices, Inc. (NASDAQ:ADI) Is A Stock With High Consensus ROE
How Is The Market Feeling About Analog Devices?
5 Chip Stocks to Buy on the Dip
Will HBM be in surplus next year? Where is the DRAM downturn cycle at? Goldman Sachs details the core issues of chip.
Goldman Sachs believes that HBM will be in short supply next year, especially with SK Hynix's leading position in the AI memory market, the supply and demand will remain tight until 2025; while DRAM is expected to undergo a mid-cycle inventory adjustment in the coming quarters.
Space Sensors and Actuators Market Report 2024, Featuring Leading Market Players Analog Devices, Honeywell, InnaLabs, ISP System, Moog, RUAG, SNC, TE Connectivity, Teledyne and Texas Instruments
Data Converters Business Research Report 2024-2030: Expansion of 5G Networks, Industrial Automation, IoT Ecosystem, and Increasing Complexity of Communication Systems Sets the Stage for Innovations - ResearchAndMarkets.com