Analog Devices showing real strength
Analog Devices showing real strength
honestly pretty surprised to see how well analog devices is doing right now given the mixed signals in the industrial sector. it looks like is finding its footing with that solid q4 outlook and inventory normalization. are you guys feeling more confident about the broader semi cycle after this?
This definitely adds some confidence to the semiconductor cycle, especially if inventory normalization continues, but I’d still want to see broader industrial demand improve before calling a full recovery.
i was honestly expecting a bit more struggle for analog devices this quarter. it is really interesting to see them finding their footing while others are still lagging behind.
Yeah, the strong outlook is encouraging, and if inventory normalization keeps improving, it could be a good sign for the broader semiconductor cycle.
good point on the inventory normalization. i'm wondering if analog devices will lead the way for other chip makers too.
