加拿大施罗斯证券公司将亚德诺半导体公司目标价从360美元上调至400美元。 来源：滚动播报 ...

来源：滚动播报 SUSQUEHANNA将亚德诺半导体公司目标价从360美元上调至400美元。 ...

Core Viewpoint - The article discusses the emergence and significance of the 10BASE-T1S standard in the automotive and industrial sectors, highlighting its advantages over traditional communication protocols like CAN and LIN, particularly in the context of evolving vehicle architectures and increasing sensor integration [2][3][5][33]. Group 1: Background and Industry Opportunity - 10BASE-T1S is a new physical layer standard for automotive and industrial control, established by IEEE 802.3cg in February 2020, featuring a transmission rate of 10 Mbps and designed for short-distance connections of up to 25 meters [3]. - The shift towards zonal architecture in vehicles, which consolidates multiple functions into fewer controllers, necessitates a more efficient communication protocol like 10BASE-T1S to manage the increasing number of sensors and actuators without overwhelming bandwidth [5][6]. - The trend of unifying vehicle networks under Ethernet protocols is driven by the need for over-the-air updates, centralized data processing, and software upgrades, making 10BASE-T1S a suitable choice for modern automotive applications [6][10]. Group 2: Advantages of 10BASE-T1S - 10BASE-T1S supports multi-drop connections, allowing multiple devices to connect over a single pair of wires, significantly reducing wiring complexity and costs, which is crucial for electric vehicles [6][10]. - The limitations of CAN FD in terms of scalability and protocol integration are becoming apparent, prompting manufacturers to consider 10BASE-T1S for long-term platform design [6][10]. - Compared to traditional buses like CAN, RS-485, and RS-232, 10BASE-T1S offers a more integrated and efficient solution, addressing issues of protocol fragmentation and complexity in industrial applications [11][12]. Group 3: Competitive Landscape - Major chip manufacturers are actively developing 10BASE-T1S products, with strategies ranging from simplifying Ethernet integration to completely rethinking edge node architectures [12][19][20]. - Microchip and TI focus on making Ethernet as user-friendly as CAN, integrating MAC and PHY in single packages to facilitate easier adoption in low-end microcontrollers [13][14]. - ADI's E²B technology aims to centralize control by offloading software burdens from edge nodes, enhancing communication efficiency and reducing system costs [19]. - Infineon and NXP emphasize high integration and safety for complex zonal architectures, with Infineon’s BRIGHTLANE switch and NXP’s TJA1410 designed for reliability in safety-critical applications [20][26]. Group 4: Future Outlook - The adoption of 10BASE-T1S is seen as a gradual transition rather than an outright replacement of existing protocols like CAN and LIN, driven by the need for a unified communication framework in the software-defined vehicle era [33]. - The article concludes that 10BASE-T1S is a crucial component in the evolution towards a fully integrated Ethernet architecture in vehicles, addressing the challenges of protocol fragmentation and enhancing overall system efficiency [33].

The company is aligning strategic investments toward five key megatrends: autonomy, proactive healthcare, sustainable energy transition, immersive sensory experiences, and AI-driven computing.Management attributes their power management success to a system-level approach that addresses power delivery (vascular system) and power control (brain) as strategic constraints in AI scaling.Data center expansion is being propelled by AI's demand for power density and faster innovation cycles, specifically benefiting ...

Industrial was the largest segment at 47% of first-quarter revenue, rising 5% sequentially and 38% year-over-year. Puccio said strength was broad-based, with all industrial segments delivering 25% or more year-over-year growth, including record quarters for automated test equipment (ATE) and aerospace and defense .Operating expenses were $812 million , resulting in a non-GAAP operating margin of 45.5% , above the high end of guidance and up 200 basis points sequentially and 500 basis points year-over-year. ...

Company Overview - Proactive is a provider of fast, accessible, informative, and actionable business and finance news content aimed at a global investment audience [2] - The company operates with a team of experienced and qualified news journalists across key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered by the team includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans to maintain best practices in content production and search engine optimization [5]

Our investments targeting solutions for AI's massive performance requirements are generating substantial returns in two distinct parts of ADI, our automated test equipment and data center businesses, which collectively make up close to 20% of our revenue. Now let me begin with automated test equipment or ATE. Revenue increased approximately 40% in fiscal 2025 and further accelerated in 2026, fueled by several factors. ADI's ATE portfolio sits at the heart of the most complex semiconductor production test sy ...

Analog Devices (NasdaqGS:ADI) Q1 2026 Earnings call February 18, 2026 10:00 AM ET Company ParticipantsChris Caso - Managing DirerctorHarlan Sur - Executive Director of Equity ResearchJeff Ambrosi - Senior Director and Head of Investor RelationsJoe Moore - Managing DirerctorJoshua Buchalter - Managing Director of Equity ResearchMatt Pannon - Managing DirerctorRichard Puccio - EVP and CFORoss Seymore - Managing DirerctorTimothy Arcuri - Managing DirerctorVincent Roche - CEO and ChairmanVivek Arya - Managing D ...

Analog Devices (NasdaqGS:ADI) Q1 2026 Earnings call February 18, 2026 10:00 AM ET Company ParticipantsChris Caso - Managing DirerctorHarlan Sur - Executive Director of Equity ResearchJeff Ambrosi - Senior Director and Head of Investor RelationsJoe Moore - Managing DirerctorJoshua Buchalter - Managing Director of Equity ResearchMatt Pan - AVP of Equity ResearchRichard Puccio - EVP and CFORoss Seymore - Managing DirerctorTimothy Arcuri - Managing DirerctorVincent Roche - CEO and ChairmanVivek Arya - Managing ...

Analog Devices (NasdaqGS:ADI) Q1 2026 Earnings call February 18, 2026 10:00 AM ET Speaker6Good morning, and welcome to the Analog Devices' first quarter fiscal year 2026 earnings conference call, which is being audio webcast via telephone and over the web. I'd like to now introduce your host for today's call, Mr. Jeff Ambrosi, Head of Investor Relations. Sir, the floor is yours.Speaker2Thank you, Danny, and good morning, everybody. Thank you for joining our first quarter fiscal 2026 conference call. Joining ...