Analog Devices has a growing presence in AI/DC with its content in HBM testers and vertical power. Its AI revenue will grow from $400M in FY24 to $500-$600M in FY25. Claims to have hundreds of thousands of dollars content per tester. Two new wins in vertical power and optical switching in FY26 could add $100M at full run-rate.
Source: Sravan Kundojjala
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