花旗：美国半导体_2025 年第二季度盈利预览_上调预期，因关税放缓并未发生

A c t i o n | 07 Jul 2025 03:00:00 ET │ 60 pages US Semiconductors 2Q25 Earnings Preview: Raising Estimates As Tariff Slowdown Ain't Happenin'. MCHP To Top Pick as We Expect Most Upside CITI'S TAKE We are raising estimates as our previous belief that tariffs would lead to a slowdown in the semiconductor sector doesn't appear to be happening. We are going back to our stance at the beginning of 2025 - a semiconductor upturn driven by solid demand and inventory replenishment with the most upside from analog co ...