ADI · News · 20261020N
AI Infrastructure Demand
ANALOG DEVICES INC · 2026-10-20 · Importance 39 · Surprise 64 · In source text
The global digital power IC market is projected to nearly double from $54.9 billion in 2024 to $103 billion by 2030. Demand is being driven by data-center expansion, 5G networks, electric vehicles, and efficiency requirements. Data-center operators are adopting digital power ICs for more precise energy monitoring and control as high-density computing increases power and cooling requirements. Analog Devices is identified alongside Texas Instruments, Infineon, and NXP as a supplier positioned to benefit from investment in AI infrastructure, cloud computing, and advanced server architectures.
Key facts
- A Research and Markets report names Analog Devices among suppliers as the global digital power IC market is projected to grow from $54.9 billion in 2024 to $103 billion by 2030. source
- Simply Wall Street attributes ADI's 62.2% one-year return to strong AI and industrial results. source
- The Research and Markets report states increasing investment in artificial intelligence infrastructure is expected to reinforce demand for digital power ICs through 2030. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | contingent | — | A Research and Markets report names Analog Devices among suppliers as the global digital power IC market is projected to grow from $54.9… |