From NASDAQ.: 2025-06-16 14:00:00

The analog/mixed signal semiconductor market is projected to grow this year despite macro and geopolitical uncertainties. The World Semiconductor Trade Statistics forecasts 11.2% growth, with significant contributions from AI, cloud infrastructure, and consumer electronics. Players are focusing on auto and industrial markets, with strong growth potential due to new technologies like AI and IoT.

The Semiconductor – Analog and Mixed industry is expected to post strong growth in 2025, with AI chips and data center driving revenue growth. PC and smartphone markets are also expected to grow, with AI PCs representing a significant portion of shipments. The auto market is sluggish but expected to pick up, driven by increased content per vehicle.

Semiconductor pricing remains robust, with AI driving the current growth cycle. Geopolitical tensions pose a risk to the industry, particularly with uncertainties surrounding U.S.-China relations and the Russia-Ukraine war. Semtech Corp. and Analog Devices are highlighted as potential investment opportunities in the sector.

Semtech Corp. designs analog and mixed-signal semiconductors for various markets, with strong growth projections for revenue and earnings in 2026 and 2027. Analog Devices is an OEM of analog and digital signal processing integrated circuits, with order momentum across end markets. Both companies have seen positive earnings estimates, making them worth considering for investment.



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