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Analog Devices Newsroom
Analog Devices, Inc. (ADI) CFO Richard Puccio Hosts UBS Global Technology and AI Conference (Transcript)
Chips Mixed as Investors Digest Intel CEO Departure, Await Marvell Earnings
Breaking news! Four major industry associations collectively state: exercise caution when purchasing usa chips.
① The china semiconductors industry association, china automotive industry association, china internet plus-related association, and china communication enterprises association have all issued statements urging domestic companies to carefully select and procure usa chips. ② The new round of export restrictions from the usa involves over 140 chinese enterprises, affecting semiconductors manufacturing equipment, electronic design automation tools, etc., undermining the principles of fair competition in the global semiconductors industry.
Industry associations collectively call on domestic companies to be cautious in purchasing usa chips. Institutions provide this analysis as overseas semiconductor giants have repeatedly increased their investment in the china market.
① China has become the most important application market for the global IC industry. Institutions analyze that the new round of export controls by the usa has fractured the global semiconductor market and may also limit the development of usa's own enterprises; ② In the past two years, several overseas semiconductor companies have chosen to increase their investment in the china market and value the growth opportunities of chinese customers.
Hedge Funds Going Long On Semi, Short NXP, Wells Fargo Says
How Is Analog Devices' Stock Performance Compared to Other Semiconductor Stocks
Express News | China Communications Enterprise Association: To ensure the security and stability of the information communication industry chain and supply chain, caution should be exercised in purchasing American chips.
Express News | The China Semiconductor Industry Association: USA chip products are no longer safe and reliable; relevant industries in China will have to be cautious in procuring American chips.
Express News | The China Association of Automobile Manufacturers: To ensure the security and stability of the automotive industry chain and supply chain, it is recommended that Chinese auto companies be cautious in purchasing chips from the USA.
Express News | The china internet association calls on domestic enterprises to proactively take countermeasures and carefully choose to purchase usa semiconductors.
DBS Maintains Analog Devices(ADI.US) With Buy Rating
Buy Rating on Analog Devices: Strategic Positioning and Diversification Drive Positive Growth Outlook
Amazon founder invests in Jim Keller, targeting nvidia.
Recently, Tenstorrent, led by industry renowned figure Jim Keller as CEO, announced the completion of a $0.693 billion Series D financing round led by Samsung Securities and AFW Partners. Following this round of financing, the valuation of this AI chip startup is approximately $2.6 billion.
This Analyst With 86% Accuracy Rate Sees More Than 12% Upside In Starbucks - Here Are 5 Stock Picks For Last Week From Wall Street's Most Accurate Analysts
Exposure of the total number of GPUs from the top five global giants! By 2025, the equivalent of H100 or more than 12.4 million pieces.
As of now, the total computing power of the world's five major technology companies, microsoft, Meta, Google, amazon, and xAI, is approximately 3.55 million equivalent H100 units. nvidia may sell 7 million GPUs by 2025, almost all of which are from the latest Hopper and Blackwell series.
Analog Devices, Inc. (ADI): Morgan Stanley Trims Price Target, Highlights End-Market Dependency Post-Earnings
Japan will allocate nearly 10 billion dollars again to support the semiconductor industry by increasing investments in chip production and AI.
Japan will allocate an additional 1.5 trillion yen (9.9 billion US dollars) to promote its semiconductor and ai business, including funding for the chip foundry Rapidus.
Analog Devices, Inc. (NASDAQ:ADI) Yearly Results: Here's What Analysts Are Forecasting For This Year
Analog Devices (ADI) Beats Earnings Estimates Despite Revenue Dip: AI Innovations in Focus
Navigating the AI Landscape: Risks and Challenges for Analog Devices, Inc.