Analog Devices Projects $3.9B Q3 Revenue as Semiconductor Reshoring Reshapes Global Supply Chains
Analog Devices guided Q3 2026 revenue at $3.9 billion after posting 37% year-over-year growth in Q2, driven by a communications surge of 79% annually. The result lands amid a coordinated global push to relocate chip manufacturing away from concentrated Asian hubs. A U.S. ban on Chinese rare earth materials in defense applications, taking effect in 2027, is accelerating sourcing diversification worldwide.
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