Analog Devices’ $1.35 Billion Buyout Could Expand Its AI Opportunity Dramatically!
Analog Devices is moving deeper into edge artificial intelligence with its agreement to acquire Alif Semiconductor in an all-cash transaction...
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Analog Devices' Next Big Engine: Data Center Revenue Has Doubled — What's Next?
Analog Devices reported third quarter fiscal 2026 revenue of $4.02 billion, an 11% sequential increase and a 40% year-over-year growth, marking...
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Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
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Hitting the Breaks: Automotive Semiconductors
Its a quarter too soon to go dumpster diving in the automotive semiconductor industry. Another round of cuts is likely coming. Consider this my...
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KLA & LaserTec, AMD, Hyperscaler Capex, SK Hynix, SWKS and QRVO, WOLF, MCHP
Another week of earnings, with KLA having a rare miss and the guidance being a bit light for the inspection execution machine.
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