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“analog is REALLY having its moment.”
@BenBajarin
Analog control chips are the most under-discussed AI infrastructure layer; TXN's data center revenue near-doubled YoY as every AI rack watt requires analog management
TXNLONG@ $306.60
$273.76-10.71%
since call Jun 23
peak +1.5%
“Power semis is a moment, and analog is REALLY having its moment. As compute requires more power the attach for power semis is significant.”
@BenBajarin
AI rack density surge drives content-per-rack expansion for power semis, making MPWR a compounding beneficiary of each GPU generation
MPWRLONG@ $1,432.25
$1,424.45-0.55%
since call Jun 23
peak +6.6%
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