半导体 - 2025 年三季度分销商调查：喜忧参半，但整体尚可-Semiconductors-Disti Survey 3Q'25 Mixed Bag, but Not Bad

October 21, 2025 04:01 AM GMT Semiconductors | North America Disti Survey 3Q'25: Mixed Bag, but Not Bad Distributor survey responses became more polarized on DecQ performance, guidance for which we think will reflect steady but modest recovery. We view long-term visibility improvement as several quarters out, but for SepQ, we expect results to be strong. M Mixed responses, but not a material decline. Relative to our 2Q'25 survey, which marked a clear sequential improvement in recovery sentiment, 3Q'25 surve ...