Q4 2025 Quarterly Market Insights - Flipbook - Page 10
Company Specific Updates
AMD
• AMD struck a landmark multi-year AI chip supply agreement with OpenAI - committing to provide up
to 6 gigawatts of GPU compute and offering OpenAI the option to acquire about a 10% stake, a deal that
propelled AMD’s stock sharply higher and underscored its growing role in global AI infrastructure.
• AMD reported strong third-quarter 2025 earnings that beat expectations, reflecting robust demand across
its CPU and GPU products and reinforcing investor confidence ahead of year-end AI growth catalysts.
• In December 2025, AMD’s CEO met with China’s Commerce Minister in Beijing to discuss
business development and cooperation in the Chinese market amid broader semiconductor industry
geopolitical dynamics.
Analog Devices
• Analog Devices and ASE Technology Holding agreed on a strategic collaboration to transfer ADI’s Penang,
Malaysia manufacturing facility to ASE and co-invest in expanding its capacity while entering into a
long-term supply agreement to enhance packaging/testing operations.
• On November 3, 2025, Analog Devices unveiled CodeFusion Studio™ 2.0, a major upgrade to its
embedded AI development platform with integrated AI workflows and expanded multicore support to
accelerate deployment across its processors and microcontrollers.
• Reports in late 2025 indicated broad analog semiconductor price trend shifts and longer lead times for
certain ADI components, reflecting industry-wide supply and demand dynamics influencing pricing and
availability of analog ICs.
• Analog Devices reportedly notified customers of a planned 10–30 % price increase on products
effective February 2026, aligning with sector peers and highlighting pricing power amid strong
semiconductor demand.
Broadcom
• Broadcom partnered with OpenAI to supply custom AI accelerators at multi-gigawatt scale.
• Broadcom launched new AI networking products including Tomahawk 6 and co-packaged optics.
• Broadcom expanded cloud partnerships and introduced Gen 8 quantum-safe SAN switches.
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