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.
Products & Revenue
Product Revenue Share
Revenue Breakdown ($12.3B)
Static data (loading live financials…)
Segment Breakdown & Key Customers
Product Details
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
Supply Chain Relationships
Competitors
Macro & Market Context
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Upcoming Catalysts
Latest News
AI Analysis
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Company Info
Sector Overview — 반도체
Sector NewsWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Key Themes
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
Upcoming Catalysts
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표