TI and ADI Surge on Industrial and AI Demand
💡TI and ADI's results reveal where AI infrastructure demand is reshaping analog-chip supply and pricing.
⚡ 30-Second TL;DR
What Changed
TI revenue grew 23% year over year to $5.463 billion, with industrial growth near 30% and data-center revenue doubling.
Why It Matters
The results suggest that the analog-chip cycle is recovering beyond simple inventory restocking, with AI infrastructure becoming an important incremental demand driver. AI hardware builders may face tighter lead times and higher costs for precision power, optical, and industrial components, especially from ADI.
What To Do Next
Review your 2026 AI hardware bill of materials and secure long-lead-time ADI power and optical components at least six months ahead.
Key Points
- •TI revenue grew 23% year over year to $5.463 billion, with industrial growth near 30% and data-center revenue doubling.
- •ADI revenue rose 40% to a record $4.022 billion, led by industrial growth of 53% and communications growth of 84%.
- •ADI's GAAP gross margin was 67.3%, ahead of TI's 61%, while ADI inventory rose strategically and TI inventory turnover improved.
- •ADI expects approximately $4.3 billion in next-quarter revenue; TI forecasts Q3 revenue of $5.65 billion to $6.15 billion.
- •TI's growth is diversified across industrial, automotive, and data-center markets, while ADI highlights AI exposure representing about 20% of its business.
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Original source: 虎嗅 ↗
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