From StructContinue beyond “Cirrus Logic’s Apple Tie Runs Through Its Chip Factories”Back to the brief ↗Feed / ADI

Analog Devices, Inc.

ADI

Technology · 385.27 +0.3% today

You’ve read what changed. Here’s whether the market is confirming it.

Partial group confirmationMarket checked 11 Aug, 15:55 GMT-4

Jodie situation report

Analog Devices, Inc.'s move is spreading beyond its market group.

ADI accounts for 6.7% of the group's measured movement across 9.4 effective names. raw member direction is mixed; 7 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 10%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#8 of 12 by movement share
Group movement share6.7%Absolute path energy—not portfolio weight
Relative path-0.64%aligned
Effective breadth9.4 / 12broad
Relative alignment7/12downside path · 5 counter-moving
Capital-flow agreement10%not yet clean
SEQUENCE READ

KEYS, NXPI, AVT moved materially before ADI. ADI crossed its material path threshold at 15:25 ET. ON followed.

What changed
  • Revenue increased 37.2% versus the comparable filing period.
EVIDENCE COVERAGE

5 of 16 members in Semiconductor Solutions are active. 1 of 8 disclosed connections are confirming.

What would change this read
  • At least 11 of 16 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • TSM remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 5 of 16 members or fewer.

Watch this read

Who this business touches

The relationships behind ADI

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

TSMTaiwan Semiconductor Manufacturing Company LimitedsupplierNov 25, 2025 ▾

“We currently source more than half of our wafer requirements annually from third-party wafer fabrication foundries, such as Taiwan Semiconductor Manufacturing Company (TSMC) and others, and the remainder is sourced internally.”

Depended on by

TXNTexas Instruments IncorporatedsupplierOct 23, 2025 ▾

“Details of financial results – third quarter 2025 compared with third quarter 2024 Revenue of $4.74 billion increased $591 million, or 14%, due to higher revenue from increased demand in our Analog segment and, to a lesser extent, in our Embedded Processing s…”

Filing peers

CRUSSLABSYNA

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 13 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ADI is currently a Participant in the organic co-movement group Semiconductor Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.