RE149 Q1 2025 Market Insights V3 - Flipbook - Page 8
Latest Updates from Industry Leaders
AMD
• AMD has captured 45% of Japan’s gaming GPU market, attributing its success to strong Radeon sales while
acknowledging its unfamiliarity with such high demand.
• AMD’s Radeon 9070 and 9070 XT GPUs are already being scalped above MSRP just a week after launch.
• AMD is launching its Ryzen 9 9950X3D and 9900X3D gaming processors on March 12, promising top-tier
performance for both gaming and content creation.
Analog Devices
• Analog Devices (ADI) reported strong FY 2024 growth, securing $105M under the CHIPS Act, and continues driving AI
innovation with SambaNova Suite integration.
• Mouser Electronics now stocks over 70,000 Analog Devices (ADI) products, including advanced sensors, power
regulators, and data acquisition systems for robotics, automation, and precision applications.
• Analog Devices has expanded CodeFusion Studio with System Planner for streamlined resource allocation and Data
Provenance for secure, traceable data, accelerating intelligent edge development.
Broadcom
• Broadcom patched three actively exploited VMware zero-days (CVE-2025-22224, CVE-2025-22225, CVE-2025-22226)
that allow attackers with admin access to escape virtual machine sandboxes.
• Broadcom’s 14% stock surge followed a strong Q2 forecast, highlighting growing AI chip demand and new hyperscale
customers investing in custom processors.
• Nvidia and Broadcom are testing Intel’s 18A manufacturing process, signaling potential confidence in Intel’s
struggling foundry business despite ongoing delays and uncertainty.
Diodes Inc.
• Diodes Inc. stock hit a 52-week low at $46.56 amid market challenges, following weaker-than-expected Q4 earnings,
but analysts see potential upside with a focus on automotive and AI market expansion.
• Diodes Incorporated exceeded Q4 2024 revenue expectations with $339.3 million, achieving 5% year-over-year
growth despite global demand challenges, while maintaining strong momentum in Asia and a strategic focus on
automotive, industrial, and AI markets.
• Diodes Incorporated continues to expand its portfolio with advanced automotive, high-speed connectivity, and
power management solutions, including new USB Type-C®, PCIe 6.0, and high-voltage power products.
Market insights
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