$ADI vs $TXN: ADI's faster growth and ~73% adjusted gross margin lead this round, while TXN counters with scale and captive 300mm fabs. AI-cycle analog exposure

BWB News TV • 2026-11-09 16:20 UTC • By Billy Odell Tucker-Robinson

$ADI vs $TXN: ADI's faster growth and ~73% adjusted gross margin lead this round, while TXN counters with scale and captive 300mm fabs. AI-cycle analog exposure is the shared theme. #semiconductors

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