Analyst
Stifel
Equibles does not estimate personal net worth.
Tor Svonberg is recorded as Analyst at Stifel. Tor Svonberg has spoken on 7 earnings calls across 4 companies, most recently for On Semiconductor Corp on November 2, 2026. Those appearances were for Ambiq Micro, Inc. (AMBQ), Analog Devices Inc (ADI), On Semiconductor Corp (ON) and Semtech Corp (SMTC). The companies whose calls Tor Svonberg spoke on are classified in the Technology sector.
“I wanted to go back to what you mentioned about the business continuity plans. I mean, we all know that the capacity, especially for, you know, AI data centers, has been tight for a while, right?”
“Hong, so you're going to be at a half-billion run rate in data center next quarter. I'm just curious, as we sort of think about a billion in data center revenue, how should we think about the mix between fiber edge, copper edge, and, you know, all the new products that are coming online?”
“So, Vince, I had a bit of a longer term question for you as it relates to analogs.”
“Rumi, I was hoping you could elaborate a little bit more on the supply constraints. I guess the question is, you know, had you had the capacity, you know, how much more could calendar 26 be?”
“Vince, I was hoping you could talk a little bit about, you know, the conversations that you're having with your customers. Seems like demand is very, very strong.”
Stifel
Analyst
Transcript header (unverified)
AMBQ
Semiconductors · Technology
SMTC
Semiconductors · Technology
