TI and ADI, though operate in the same industry, have distinct approaches.
- TI capex heavy (>7x higher)/ADI R&D heavy- TI sales weighted to direct customer vs ADI's distributor (80% vs 58%+)- TI volume vs ADI value play- TI 80% wafers in-house/ADI <50% in-house- Both have catalog businesses and heavily exposed to auto & industrial (70%+)- In a good year, both can generate 70%+ GMSource: Sravan Kundojjala
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