September 12, 2025 06:42 AM GMT Semiconductors | North America Trough in the Rearview – Reflecting on Analog Earnings With high expectations into earnings, global analog stocks mostly fell short. That said, the JunQ solidified passing the trough for our coverage, and we come away incrementally more optimistic that the recovery is moving in the right direction. Key Takeaways Analog stocks were bruised during earnings, with few exiting unscathed. Following positive cyclical commentary from a broad group of an ...