On May 22, Analog Devices, Inc. (ADI), a leading U.S. analog semiconductor manufacturer, announced its Q2 fiscal 2025 results (Feb–Apr 2025), driven by a rebound in automotive and industrial demand.

• Revenue: $2.64 billion, beating analyst expectations of $2.51 billion, up 22% year-over-year (YoY).

• Net Profit: $570 million, a nearly 90% increase from $302 million YoY.

• Segment Highlights:

• Industrial applications revenue grew 17% to $1.16 billion.

• Automotive chip sales rose 24% to $850 million.

• Consumer electronics sales increased 30% YoY.

• Communications business led with a 32% YoY growth.

Market Outlook:
CEO Vincent Roche highlighted that, despite global trade uncertainties, ADI’s results reflect a semiconductor industry entering a cyclical recovery phase. CFO Prashanth Mahendra-Rajah added that accelerated orders across all markets boosted backlog, supporting a positive growth outlook.

Industry Context:
Texas Instruments (TI), a close peer, also reported strong Q1 results last month: $4.07 billion revenue (+11% YoY), surpassing analyst expectations and ending nine consecutive quarters of decline.

These rebounds from ADI and TI signal the analog chip sector’s recovery from prior inventory adjustments.

Strategic Moves:
In March, ADI ended its distribution partnership with WenYe Technology, requiring all outstanding purchase orders be submitted by late April. This direct order management likely contributed to its improved performance.

About Analog Devices
Founded in 1965 and headquartered in the U.S., ADI is a global leader in analog, mixed-signal, and digital signal processing ICs. Its broad portfolio includes data converters, amplifiers, RF/microwave ICs, power management, MEMS sensors, and processors. The 2021 acquisition of Maxim Integrated expanded ADI’s reach in automotive, industrial, communications, and digital healthcare markets.

Stay Ahead with Analog Devices Solutions
As a trusted partner, AXTEK offers long-term, stable sourcing channels for ADI products, ensuring reliable supply and competitive pricing. Discover how ADI’s cutting-edge analog and mixed-signal ICs can power your next project. Contact AXTEK today for expert support and secure your supply chain in this recovering market!