美国半导体_2026 年展望：AI 热潮延续，但风险收益比下降；模拟芯片有望反弹，微芯科技为首选US Semiconductors_ 2026 Semis Outlook – AI Party Continues But Risk_Reward Starting to Diminish. Expect Analog to Bounce Back and MCHP Top Pick_ 2026 Semis Outlook

US Semiconductors 2026 Semis Outlook – AI Party Continues But Risk/Reward Starting to Diminish. Expect Analog to Bounce Back and MCHP Top Pick Vi e w p o i n t | 22 Dec 2025 03:00:10 ET │ 18 pages Biggest surprise will be the comeback of Analog. We continue to expect an upturn in C26 given low inventory, low supply growth, and depressed margins and maintain our positive stance on analog stocks with Buys on MCHP, TXN, NXPI and ADI. We would note ADI, NXPI and MCHP guided the analog business above seasonal. E ...