Semis to See Macro, Geopolitical Headwinds in 2025: 2 Stocks

The analog/mixed signal semiconductor market as a whole should continue to grow this year, following a very strong 2024. Macro and geopolitical developments, particularly with respect to China given the industry’s dependence on it keep us cautious despite the fact that we are currently in a growth cycle in semiconductors. We think there may be opportunity in Semtech Corp. (SMTC) and Analog Devices (ADI) . The World Semiconductor Trade Statistics (WSTS), which supplies data to the Semiconductor Industry Asso ...