Datacenter happens to be the fastest growing segment for analog companies TI and ADI. Both built $1B annual run-rate DC business, growing at 50%+ y/y from last 3 quarters. Mid-to-high-single-digit % of their revenue. TI said it will increase its investment in DC and will report it standalone. ADI exposure includes optics and HBM test equipment while TI's exposure comes from optics and power.
Source: Sravan Kundojjala
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