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in postLONG
“Analog Devices ($ADI) and onsemi ($ON) are also poised for substantial growth, capturing 16.6% and 8.6% of the total market by CY30, respectively.”
@RJCcapital
Analog Devices captures 16.6% of the $26.79B AI power analog TAM by CY30, representing substantial revenue growth in datacenter power
ADILONG@ $412.34
$370.16-10.23%
since call Jun 24
in postLONG
“TXN's revenue within this data center and power infrastructure model is projected to rise from $1.547 billion in CY25 to $5.658 billion by CY30.”
@RJCcapital
TXN dominates AI power analog with datacenter revenue projected to nearly 4x from $1.55B to $5.66B by CY30
TXNLONG@ $301.56
$274.95-8.82%
since call Jun 24
peak +1.2%
in postLONG
“Infineon $IFNNY is expected to be the fastest market-share gainer, jumping from 11.5% in CY25 to 17.3% by CY30.”
@RJCcapital
Infineon is the fastest market-share gainer in AI power analog, jumping from 11.5% to 17.3% share in a TAM scaling to $26.79B by CY30
IFNNYLONG@ $92.16
$72.61-21.21%
since call Jun 24
in postLONG
“Silicon Carbide (SiC) is expected to grow at a blistering 63% CAGR (CY25–30) to a $2.10 billion TAM.”
@RJCcapital
Onsemi rides 63% CAGR in silicon carbide to capture 8.6% of the $26.79B AI power analog TAM by CY30
ONLONG@ $113.80
$81.35-28.52%
since call Jun 24
TIMESTAMPS
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