Who Is The King Of 'Boring' Chips? Texas Instruments Vs. Analog Devices

Jan. 31, 2023 9:30 AM ETAnalog Devices, Inc. (ADI), TXNAMD, GFS, INTC, MU, NVDA, TSM, ASML40 Comments
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Heavy Moat Investments


  • The Analog semiconductor market is often overlooked.
  • Texas Instruments and Analog Devices are the market leaders and high-quality businesses.
  • The two companies have differing strategies in some aspects.
  • Both companies identify similar, attractive end markets.

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Texas Instruments (NASDAQ:TXN) and Analog Devices (NASDAQ:ADI) are two leading companies in the semiconductor industry, known for their expertise in designing and manufacturing analog and mixed-signal integrated circuits. Both companies offer a wide range of products

Mature market tailwinds

Mature market tailwinds (ASML Investor Day)

Semi end market CAGR

Semi end market CAGR (ASML Investor Day)

Margin comparison

Margin comparison (Koyfin)

Reinvestment comparison

Reinvestment comparison (Koyfin)

Return of Capital comparison

Return of Capital comparison (Koyfin)

Valuation comparison

Valuation comparison (Koyfin)

This article was written by

Heavy Moat Investments profile picture
'Heavy Moat Investments' is 24-year-old self-taught investor Niklas based in Southern Germany, who recently finished his bachelor of Science in Business Informatics and now works as a Software Developer, besides writing about his investments on Seeking Alpha and Twitter. Niklas formerly wrote under the 'Stock Metal Investment' username but changed it to reflect his investment style better.The main investment themes in Heavy Moat Investments are great capital allocators, Spawners and companies with deep, widening moats. The only investment horizon discussed on this channel is long-term investments, preferably with decades of growth runway. Follow Niklas on his journey to Financial Freedom.

Disclosure: I/we have a beneficial long position in the shares of TXN, ASML either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: This is not financial advice.

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