Q2 2025 Quarterly Market Insights 1 - Flipbook - Page 2
Company Specific Updates
AMD
• AMD is preparing the Ryzen 5 9600X3D, a 6-core Zen 5 chip with 96 MB 3D V-Cache, to boost gaming performance
in the mid-range market and rival Intel’s i5-14600K and 245K.
• AMD stock jumps 4% following HSBC’s bullish upgrade and rising investor optimism, with price targets now eyed at
$150–160 ahead of Q2 earnings on August 5.
• AMD warns of new Meltdown- and Spectre-like “Transient Scheduler Attack” vulnerabilities affecting a wide range of
CPUs, urging patches despite their low severity due to critical security implications flagged by experts.
Analog Devices
• Goldman Sachs initiates coverage of Analog Devices (ADI) with a Buy rating and $285 price target, citing cyclical
recovery and strong supply chain management in the analog semiconductor sector.
• Analog Devices forecast Q3 revenue above expectations at $2.75B, driven by tariff-related pull-ins in auto and
consumer demand, though auto sales are expected to decline sequentially, spooking investors.
• Analog Devices launches ADVentures, its first corporate VC fund, to back early-stage startups in robotics, climate
tech, human health, AI, and next-gen computing globally.
Broadcom
• Broadcom’s aggressive VMware licensing changes have sparked global legal disputes with Siemens, AT&T, United
Healthcare, and the Dutch government over support and perpetual rights.
• Broadcom has begun shipping its Tomahawk 6 networking chip, doubling performance to support massive AI data
centers using Ethernet and chiplet-based design on TSMC’s 3nm process.
• Broadcom repaid $6B in outstanding loans from its 2023 credit facility using proceeds from a $6B senior notes sale,
retiring all obligations ahead of the 2028 maturity.
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