Synopsys(SNPS) Benzinga·2025-01-10 19:07Industry Trends - Companies exposed to artificial intelligence and accelerated computing continue to see strong end demand and visibility [1] - Consumer-facing markets like smartphones and IoT are tracking demand trends in line with expectations [1] - Demand trends in automotive and industrial sectors remain mixed [1] - Overall demand trends align with expectations for calendar 2025, favoring companies leveraged to AI and accelerated computing [3] Company Highlights - Nvidia sees strong demand for 2025 with the launch of its Blackwell platform [4] - Marvell's AI revenues are significantly ahead of prior expectations at $2.5 billion, with continued growth expected in 2026 [4] - Synopsys' AI and accelerated compute-leading chip and system design remain strong with a multi-year tailwind [4] - Analog Devices anticipates sequential growth trends beyond the January quarter [4] - Micron's setup for the second half of 2025 remains strong, driven by AI-driven HBM and eSSD demand, and cyclical recovery in non-AI segments [4] - Synaptics highlights strong design win momentum for its Astra platform, WiFi capabilities, and Bluetooth Channel Sounding feature, with potential for new revenue opportunities in foldable phones and PCs [4] - Skyworks shows seasonal demand trends with iPhone 16 demand aligning with expectations and a return to 10% average radio frequency content growth [4] Product Launches - New product launches expected from Nvidia, Advanced Micro Devices, and Intel [4]