Ac t i o n | 16 Oct 2025 06:44:54 ET │ 31 pages US Semiconductors 3Q25 Earnings Preview: Expect an AI Party with Mostly Seasonal Results from Analog and Elsewhere. Remain Positive on Semis. CITI'S TAKE We expect a varied earnings season with AI related names such as AMD and MPWR having the best results/outlooks. We also expect analog companies to have mostly seasonal outlooks with Industrial-dominated companies such as MCHP having above-seasonal outlooks and Automotive-oriented companies such as TXN having ...