Major signal of recovery in demand for analog chips! Revenue of Analog Devices, Inc. (ADI.US) increased by 22%, performance outlook exceeds expectations.
The automotive and industrial demand has fully rebounded, with Analog Devices' third-quarter revenue and profit outlook surpassing Wall Street expectations.
log Devices, Inc.The layout of Log Devices, Inc. in stable markets with long-term characteristics such as industrial and electric vehicles is where its core competitive advantage lies.Another Wall Street giant, Morgan Stanley, said that the analog chip industry is in a recovery phase, but due to the uncertainty of semiconductor tariffs and export controls, the recovery is more likely to take a "U-shaped" rather than a "V-shaped" trajectory. Analog Devices, Inc., with its high-quality business portfolio and robust analog chip profit margins, has become the most defensive analog chip company covered by Morgan Stanley, and it also received a "hold" rating.
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