半导体 - CES 2026 要点：AI 势头延续；模拟芯片数据边际向好_ Semiconductors_ CES 2026 Takeaways_ AI strength continues; incrementally positive analog datapoints

7 January 2026 | 4:01PM EST Equity Research AMERICAS TECHNOLOGY: SEMICONDUCTORS CES 2026 Takeaways: AI strength continues; incrementally positive analog datapoints We hosted group meetings and/or attended keynotes with Nvidia, AMD, Analog Devices, Micron, Marvell, onsemi, and Skyworks; we also participated in booth tours hosted by Synopsys and TI. Digital, EDA, and Memory takeaways: NVDA, AMD, SNPS, MU, MRVL Nvidia, AMD and Marvell all noted the ongoing strong demand for AI infrastructure, with incremental ...