By VIGOR COMPONENTS
Published: 2025-12-18
Updated: 2025-12-18
1657
The global semiconductor industry continues to show clear differentiation in performance as demand patterns vary across AI, data centers, automotive, and industrial markets. Below is a summary of the Q3 2025 (and latest fiscal period) financial results from ten leading semiconductor companies, highlighting revenue trends, profitability, and year-over-year performance.
| Semiconductor Companies |
Q3 2025 Financial Performance |
| Analog Devices (ADI) |
-
Q4 Revenue: USD 3.076 billion, up 26% YoY
-
Q4 Operating Profit: USD 945 million, up 66% YoY
-
Q4 Net Income: USD 788 million
-
FY Revenue: USD 11.02 billion, up 17% YoY
-
FY Operating Profit: USD 2.93 billion, up 44% YoY
-
FY Net Income: USD 2.27 billion
|
| Intel |
-
Q3 Revenue: USD 13.653 billion, up 3% YoY
-
Q3 Operating Profit: USD 683 million (vs. operating loss last year)
-
Q3 Net Income: USD 4.063 billion (vs. net loss last year)
|
| NXP Semiconductors |
-
Q3 Revenue: USD 3.173 billion, down 2% YoY
-
Q3 Operating Profit: USD 893 million, down 10% YoY
-
Q3 Net Income: USD 631 million, down 12% YoY
|
| Micron Technology |
-
Q4 Revenue: USD 11.315 billion (vs. USD 7.75 billion YoY)
-
Q4 Operating Profit: USD 3.654 billion
-
Q4 Net Income: USD 3.201 billion
-
FY Revenue: USD 37.378 billion (vs. USD 25.111 billion)
-
FY Operating Profit: USD 9.77 billion
-
FY Net Income: USD 8.539 billion
|
| Onsemi |
-
Q3 Revenue: USD 1.551 billion (vs. USD 1.762 billion YoY)
-
Q3 Operating Profit: USD 264 million
-
Q3 Net Income: USD 255 million
|
| Microchip Technology |
-
Q2 Revenue: USD 1.14 billion
-
Q2 Operating Profit: USD 88.9 million (vs. USD 147 million YoY)
-
Q2 Net Income: USD 13.9 million (vs. USD 78.4 million YoY)
|
| Texas Instruments (TI) |
-
Q3 Revenue: USD 4.742 billion, up 14% YoY
-
Q3 Operating Profit: USD 1.663 billion, up 7% YoY
-
Q3 Net Income: USD 1.364 billion (largely flat YoY)
|
| AMD |
-
Q3 Revenue: USD 9.246 billion, up 36% YoY
-
Q3 Operating Profit: USD 1.27 billion, up 75% YoY
-
Q3 Net Income: USD 1.243 billion, up 61% YoY
|
| STMicroelectronics |
-
Q3 Revenue: USD 3.187 billion, down 2% YoY
-
Q3 Operating Profit: USD 180 million, down 52.9% YoY
-
Q3 Net Income: USD 237 million, down 32.3% YoY
|
| Infineon Technologies |
-
Q4 Revenue: EUR 3.943 billion (~USD 4.61 billion)
-
Q4 Operating Profit: EUR 454 million
-
Q4 Net Income: EUR 231 million (vs. net loss last year)
-
FY Revenue: EUR 14.662 billion (~USD 17.2 billion)
-
FY Operating Profit: EUR 1.515 billion
-
FY Net Income: EUR 1.015 billion
|
Industry Takeaways
Overall, AI, data center, and memory-related segments are driving strong growth for companies like AMD and Micron, while automotive and industrial-focused suppliers face short-term pressure. Profitability dispersion across the industry highlights an ongoing transition toward high-performance and high-margin semiconductor applications.
As 2025 progresses, inventory normalization, AI investment cycles, and automotive demand recovery will remain key factors shaping semiconductor performance.
