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Analog Devices, Inc.

ADIsupplier

Analog Devices bridges the physical and digital worlds with high-performance analog, mixed-signal, and digital signal processing technology. The Maxim Integrated acquisition doubled its portfolio, making ADI the second-largest analog chipmaker behind Texas Instruments.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($12.3B)

Datos estáticos (cargando finanzas en tiempo real…)

Industrial (50%)
Automotive (24%)
Communications (16%)
Consumer (10%)

Composición de segmentos y clientes principales

Detalles del producto

Data Converters40%

High-performance ADCs and DACs for 5G base stations, instrumentation, and defense

Power Management30%

Battery management systems, voltage regulators, and power switches

Sensors & Signal Conditioning30%

MEMS sensors, amplifiers, and interface ICs for industrial automation

Contexto macro y de mercado

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Próximos catalizadores

TSMC Q2 실적 (2026.04.17)NVIDIA GB300 양산 착수 발표AMAT/LRCX/KLAC 실적 시즌 (2026.05)

Últimas noticias

Cargando noticias...

Análisis IA

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Información de la Empresa

Sede Central

Wilmington, Massachusetts, USA

Fundación

1965

Empleados

26,000+

Sitio Web

analog.com

Estado del sector반도체

Noticias del sector

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Temas clave

  • AI 가속기(H100/B200) 수요 공급 불균형 지속
  • Gate-All-Around 공정 전환 → 장비 교체 사이클
  • HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

Próximos catalizadores

  • TSMC Q2 실적 (2026.04.17)
  • NVIDIA GB300 양산 착수 발표