美国半导体-花旗 TMT 大会：模拟芯片领域情况没那么糟，人工智能订单近期回升，预计 ADI 表现良好，DRAM 相关数据-US Semiconductors-Day 1 of Citi TMT Conf – It Ain’t That Bad in Analog, AI Orders Ticked Up Recently, Expect ADI to Trade Well, DRAM Datapoints

V i e w p o i n t | 04 Sep 2025 03:00:00 ET │ 11 pages US Semiconductors Day 1 of Citi TMT Conf – It Ain't That Bad in Analog, AI Orders Ticked Up Recently, Expect ADI to Trade Well, DRAM Datapoints CITI'S TAKE We attended several presentations at the Citi TMT Conference. By far the most debate was generated on the Analog space with Infineon sounding cautious but ON preaching stability in bookings. Our checks indicate AI order rates have recently increased which should be positive for AMD and AVGO. HPQ (cov ...