---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41475204.md"
description: "Analog Devices rose three points, SiTime edged up slightly; there's been some capital flowing back into the analog and clock chip sectors. Alpha and Omega Semiconductor dipped slightly, ASMPT also edged down, while power devices and packaging equipment weakened instead. Under the same semiconductor market, the design side is rising while the equipment and power sides are falling. Is this internal divergence due to AI demand picking the beneficiaries, or is it simply rotation? It looks more like the former—analog and high-precision clocks directly benefit from the incremental demand from data centers, while the order visibility for packaging equipment still needs to wait for confirmation of downstream capacity expansion. Capital has moved to the side with higher certainty first."
datetime: "2026-06-04T10:52:58.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41475204.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41475204.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41475204.md)
author: "[存存](https://longbridge.com/en/profiles/26850818.md)"
---

# Analog Devices rose three points, SiTime edged up …


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