Americas Technology_ Semiconductors_ CES 2025 Takeaways; AI optimism offset by non-AI caution
-·2025-01-16 07:53
Analog Devices (ADI, Buy) Toshiya Hari +1(646)446-1759 | toshiya.hari@gs.com Goldman Sachs & Co. LLC Anmol Makkar +1(212)357-1366 | anmol.makkar@gs.com Goldman Sachs & Co. LLC Chris Kress +1(212)902-6696 | chris.kress@gs.com Goldman Sachs & Co. LLC 10 January 2025 | 12:00AM EST Americas Technology: Semiconductors CES 2025 Takeaways; AI optimism offset by non-AI caution We hosted group meetings with management/IR teams from Analog Devices, Credo Technology, Lam Research, Marvell, Micron, Nvidia, ON and Skywo ...