Analog Devices, Inc.
ADIsupplierAnalog 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.
Produk & Pendapatan
Pangsa Pendapatan Produk
Komposisi Pendapatan ($12.3B)
Data statis (memuat keuangan langsung…)
Komposisi segmen dan pelanggan utama
Detail produk
High-performance ADCs and DACs for 5G base stations, instrumentation, and defense
Battery management systems, voltage regulators, and power switches
MEMS sensors, amplifiers, and interface ICs for industrial automation
Hubungan Rantai Pasok
Konteks makro dan pasar
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Katalis mendatang
Berita terkini
Analisis AI
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Info Perusahaan
Gambaran umum sektor — 반도체
Berita sektorWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Tema utama
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
Katalis mendatang
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표