Optical Circuit Switch revenue is expected to roughly double in fiscal 2026 and grow at a similar rate in 2027 on customer commitments.
Empower Semiconductor's integrated voltage regulator and silicon capacitor technology is expected to move into a demand surge in fiscal 2027 as ADI integrates it into vertical power delivery.
ADI is seeing a significant design-in uptick for protection and 800-volt-to-intermediate power conversion technologies for next-generation AI data-center power architectures.
ADI's energy business is expected to double by the end of the decade as grid modernization, energy storage, and microgrids expand.
Maxim revenue synergies are expected to exceed $1 billion in 2027, supported by cross-selling and new product conversions.
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