半导体公司在大赦国际和PC需求推动下,在2025年的Q3结果中,半导体公司的结果喜忧参半,但在关税和供应链方面面临着不确定性。 Semiconductor firms had mixed Q3 2025 results, boosted by AI and PC demand, but faced uncertainty over tariffs and supply chains.

半导体公司公布的 2025 年第三季度业绩好坏参半，由于人工智能设备和 PC 升级推动了对 USB4 重定时器、NAND 闪存和 PCIe Gen5 芯片的强劲需求，Parade 和 Silicon Motion 超出预期。 Semiconductor companies reported mixed third-quarter 2025 results, with Parade and Silicon Motion exceeding expectations due to strong demand for USB4 retimers, NAND flash, and PCIe Gen5 chips driven by AI devices and PC upgrades. MediaTek看到其旗舰智能手机芯片销售强劲, 并越来越多地采用汽车, 而Realtek在市场条件和关税问题不确定的情况下面临收入下降。 MediaTek saw robust sales of its flagship smartphone chip and growing automotive adoption, while Realtek faced declining revenue amid uncertain market conditions and tariff concerns. 所有公司都注意到持续的供应链和地缘政治挑战,第四季度前景谨慎,特别是由于潜在的关税和有限的订单可见度。 All firms noted ongoing supply chain and geopolitical challenges, with cautious outlooks for the fourth quarter, particularly due to potential tariffs and limited order visibility.