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“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 share gainer in AI power analog, jumping from 11.5% to 17.3% of a TAM growing to $26.79B by CY30
IFNNYLONG@ $92.74
$72.56-21.76%
since call Jun 24
“Analog Devices ($ADI) and onsemi ($ON) are also poised for substantial growth, capturing 16.6% and 8.6% of the total market by CY30, respectively.”
@RJCcapital
onsemi captures 8.6% of $26.79B AI power analog TAM by CY30 driven by SiC and high-power content as racks scale to MW-class
ONLONG@ $114.23
$81.29-28.84%
since call Jun 24
“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 holds the #1 revenue position in AI power analog, growing from $1.55B to $5.66B by CY30 as data center racks scale to MW-class power
TXNLONG@ $303.78
$274.74-9.56%
since call Jun 24
“Analog Devices ($ADI) and onsemi ($ON) are also poised for substantial growth, capturing 16.6% and 8.6% of the total market by CY30, respectively.”
@RJCcapital
ADI captures 16.6% of $26.79B AI power analog TAM by CY30, with Analog ICs — ADI's core — scaling from $5.2B to $15.92B in 5 years
ADILONG@ $415.62
$369.94-10.99%
since call Jun 24
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