The analog chip trade is back and Texas Instruments is leading the charge
While the world is obsessed with AI GPUs, a massive rotation is happening in the “boring” sector of analog chips. via WSB: Nobody is talking about the ANALOG chip trade. Everyone’s chasing MU and INTC. Analog hasn’t moved just as much yet. Even if you cut Aschenbrenner’s “Situational Awareness” numbers in half, call it $1-2T annual AI …