Your arguments for a growing analog TAM with higher semi intensity is compelling for TXN and ADI. I also enjoyed your perspective on the Chinese analog competitors. ⭐✨
Would love to know your views on cultures on both companies as you correctly mentioned TI is a great marketing machine that leverage it's manufacturing advantage vs ADI more customer focused high end play. One point I heard while I was doing research on the names that TI has more aggressive old fashioned corporate culture for engineers vs ADI has more welcoming environment for it's people hence tends to see some talent churn over to ADI overtime from TI. Would love to know how you would think these difference could effect long term outlook?
Your arguments for a growing analog TAM with higher semi intensity is compelling for TXN and ADI. I also enjoyed your perspective on the Chinese analog competitors. ⭐✨
Would love to know your views on cultures on both companies as you correctly mentioned TI is a great marketing machine that leverage it's manufacturing advantage vs ADI more customer focused high end play. One point I heard while I was doing research on the names that TI has more aggressive old fashioned corporate culture for engineers vs ADI has more welcoming environment for it's people hence tends to see some talent churn over to ADI overtime from TI. Would love to know how you would think these difference could effect long term outlook?