Analog Devices — Supply Chain & Business Relationships
Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.
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Featured in supply-chain maps: Analog & Power Semiconductors
Suppliers (companies that supply it)
“We currently source more than half of our wafer requirements annually from third-party wafer fabrication foundries, such as Taiwan Semiconductor Manufacturing Company (TSMC) and others”— ADI 10-K, filed 2025-11-25 EDGAR · View source filing ↗
Competitors
“Our primary competitors include, but are not limited to, AKM Semiconductor Inc., Analog Devices Inc., QUALCOMM Incorporated, Realtek Semiconductor Corporation, Renesas Electronics Corporation, Shanghai Awinic Technology Co., Ltd., … Shenzhen Goodix Technology Co, Ltd., Skyworks Solutions Inc., ST Microelectronics N.V., Synaptics Incorporated and Texas Instruments, Inc.”— CRUS 10-K, filed 2026-05-21 EDGAR · View source filing ↗
“HPA competes primarily with Analog Devices, Inc.; Axiro Semiconductor Private Limited; MACOM Technology Solutions Holdings, Inc.; Monolithic Power Systems, Inc.; Renesas Electronics Corporation; Scientific Components Corporation (d/b/a Mini-Circuits); Silergy Corp; and Texas Instruments, Inc.”— QRVO 10-K, filed 2026-05-08 EDGAR · View source filing ↗
“We are in direct and active competition, with respect to one or more of our product lines, with several manufacturers of such products. We consider our primary competitors to include Analog Devices, Infineon Technologies, NXP Semiconductors, ON Semiconductor, Power Integrations, Renesas Electronics, ROHM Semiconductor, Semtech, STMicroelectronics and Texas Instruments.”— MPWR 10-K, filed 2026-02-27 EDGAR · View source filing ↗
“Our primary key public competitors in alphabetical order include, but are not limited to, Analog Devices Inc., Broadcom Inc., Infineon Technologies AG, Microchip Technology Inc., Qualcomm Inc., Renesas Electronics Corp., STMicroelectronics NV and Texas Instruments Inc.”— NXPI 10-K, filed 2026-02-19 EDGAR · View source filing ↗
“Competitors for certain of AMG's products and solutions include: Texas Instruments Incorporated, Analog Devices, Inc., Infineon, STMicroelectronics, Renesas Electronics Corporation, Monolithic Power Systems Inc. and NXP Semiconductors N.V.”— ON 10-K, filed 2026-02-09 EDGAR · View source filing ↗
“We expect continued competition from our primary FPGA competitors such as Altera, Lattice Semiconductor Corporation and Microsemi Corporation, and from ASSP vendors such as Broadcom Corporation, Marvell Technology Group, Ltd., Analog Devices, Texas Instruments Incorporated, NXP Semiconductors N.V., Qualcomm Incorporated and NVIDIA.”— AMD 10-K, filed 2026-02-04 EDGAR · View source filing ↗
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K, filed 2025-11-14 EDGAR · View source filing ↗
“Our competitors include … Analog Devices,”— SWKS 10-K, filed 2025-11-07 EDGAR · View source filing ↗
Filed activity
Filings by Analog Devices itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.
• Revenue of $3.62 billion, with year-over-year growth across all end markets, led by Industrial and Communications • Operating cash flow of $5.1 billion and free cash flow of $4.6 billion on a trailing twelve-month basis or 40% and 36% of revenue, respectivelyShow more from the filing
• Returned $1.3 billion to shareholders via dividends and share repurchases in the second quarter WILMINGTON, Mass.--May 20, 2026 --Analog Devices, Inc. (Nasdaq: ADI), a global semiconductor leader, today announced financial results for its fiscal second quarter 2026, which ended May 2, 2026. “ADI’s second quarter revenue and earnings were above the high end of our outlook, reflecting the combination of record demand and sharp operational discipline,” said Vincent Roche, CEO and Chair. “Our innovation-led value creation strategy targets our customers’ most complex and consequential challenges with a goal of delivering substantial and sustained business impact.
• Revenue of $3.16 billion, with year-over-year growth across all end markets, led by Industrial and Communications • Operating cash flow of $5.1 billion and free cash flow of $4.6 billion on a trailing twelve-month basis or 43% and 39% of revenue, respectively • Returned $1.0 billion to shareholders via dividends and share repurchases in the first quarterShow more from the filing
• Raised quarterly dividend 11% to $1.10, marking twenty-two consecutive years of increases WILMINGTON, Mass.--February 18, 2026 --Analog Devices, Inc. (Nasdaq: ADI), a global semiconductor leader, today announced financial results for its fiscal first quarter 2026, which ended January 31, 2026. “ADI’s robust first quarter built upon the strong position and momentum with which we entered the year,” said Vincent Roche, CEO and Chair. “Our success continues to be the result of relentless innovation to solve our customers toughest problems and deliver enduring business impact.
• Fourth quarter revenue of $3.08 billion, with year-over-year growth across all end markets, led by Communications and Industrial • Fiscal 2025 revenue of $11.0 billion, up 17% versus 2024 • Fiscal 2025 operating cash flow of $4.8 billion and free cash flow of $4.3 billion or 44% and 39% of revenue, respectivelyShow more from the filing
• Returned 96% of free cash flow to shareholders in fiscal 2025, including $2.2 billion of share repurchases and $1.9 billion of dividends WILMINGTON, Mass.--November 25, 2025-- Analog Devices, Inc. (Nasdaq: ADI), a global semiconductor leader, today announced financial results for its fiscal fourth quarter and fiscal year 2025, which ended November 1, 2025. “ADI’s strong fourth quarter capped a robust year of both cyclical and idiosyncratic growth,” said Vincent Roche, CEO and Chair. “These results reflect the strength and resilience of our business model, and our intense commitment to leveraging superior technology and domain expertise to solve our customers’ toughest problems. Our keen focus on our customers’ market success has enabled us to build a deep trust that pays dividends in the form of strong, profitable growth and a fast-growing design pipeline.
• Revenue of $2.88 billion, with double-digit year-over-year growth across all end markets • Operating cash flow of $4.2 billion and free cash flow of $3.7 billion on a trailing twelve-month basis or 40% and 35% of revenue, respectivelyShow more from the filing
• Returned $1.6 billion to shareholders during the third quarter via $0.5 billion in dividends and $1.1 billion in repurchases WILMINGTON, Mass.--August 20, 2025 --Analog Devices, Inc. (Nasdaq: ADI), a global semiconductor leader, today announced financial results for its fiscal third quarter 2025, which ended August 2, 2025. “Despite geopolitical challenges, ADI’s third-quarter revenue and earnings per share exceeded the high end of our expectations,” stated CEO and Chair Vincent Roche. “While tariffs and trade fluctuations are creating market uncertainty, the demand for ADI’s products remains robust. The company’s relentless focus on cutting-edge innovation positions us to capitalize on the growth of the intelligent physical edge.