Texas Instruments (TXN.US) data center business is expected to increase by 50%. Is the "bull market relay baton" finally passed to analog chips?

Zhitong Finance APP learned that Haviv Ilan, president and CEO of Texas Instruments (TXN.US), a giant in analog chips and embedded processing solutions, recently stated that the company's data center business is helping drive demand for its overall analog chip products towards a recovery phase. Since the beginning of this year, most popular chip stocks globally have repeatedly reached historical highs, especially chip stocks closely related to AI computing infrastructure - such as Nvidia, Broadcom, and TSMC, among others, have shown the strongest upward momentum. Analog chip leaders such as Texas Instruments, Infineon, STMicroelectronics, and NXP basically missed out on this wave of growth. However, with the rapid progress of data center construction, analog chips are expected to lead the entire chip sector.