The smell of a cyclical recovery in storage and analog chips is getting stronger again. A string of names like $Silicon Motion Tech(SIMO.US), $Infineon Technologies(IFNNY.US), $Analog Devices(ADI.US), $SENASIC(06675.HK), and $Vishay Precision(VPG.US) are all being given more narrative by demand from both AI and automotive sectors.
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