Analog chip full industry chain
"On TI's earnings eve: Who awaits the spark for the entire analog chip chain?"
一颗芯片，七条产业链模拟芯片不像数字芯片那样动辄 3nm、2nm 的军备竞赛，它活在 28nm 以上的"成熟制程"里，低调、稳定、护城河深。但正因如此，每一轮周期拐点，它的弹性往往比数字芯片更大——因为积压的库存去化更慢，复苏来了也更持久。评级信号：活跃分析师什么论调？Stifel 刚刚将德州仪器（TXN）从"持有"上调至"买入"，目标价 250 美元。核心逻辑是五根支柱：1. 资本开支高峰已过...
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