Record Quarterly Performance Driven by Industrial and Communication Demand… Analog Semiconductor Leader Jumps Again

Analog Devices Inc. (ADI) reported record Q2 FY2026 revenue of $3.62 billion (approximately KRW 5 trillion), a 37% increase year-over-year. GAAP diluted EPS more than doubled to $2.40. For Q3, the company expects revenue of about $3.9 billion (roughly KRW 5.5 trillion), citing continued strength in industrial and communications-driven B2B demand. During the quarter, ADI returned approximately $1.3 billion (KRW 1.8 trillion) to shareholders through dividends and share repurchases, and its board approved a quarterly dividend of $1.10 per share payable June 16 to shareholders of record as of June 2. On May 1, Chairman and CEO Vincent Roche exercised 10,000 stock options under a pre-established Rule 10b5-1 trading plan and sold the same number of shares; he still holds several hundred thousand shares, maintaining a significant stake.

On May 19, ADI agreed to acquire Silicon Valley power-semiconductor specialist Empower Semiconductor for about $1.5 billion in cash, bolstering its high-density power-management portfolio for AI data centers. The company also launched its A²B 2.0 in-vehicle audio-system product and announced investment in a new Thai manufacturing facility, simultaneously expanding its global production footprint and its automotive and industrial solutions.

Headquartered in Wilmington, Massachusetts, ADI is a leading provider of analog, mixed-signal, and power-management semiconductors. The company’s core strengths include data converters, signal-processing devices, and power-management chips, serving B2B markets in communications, industrial, automotive, defense, and data centers. As AI infrastructure grows and vehicle electrification accelerates, demand for high-performance analog and power-management chips is rising—and ADI’s product portfolio, aligned with these structural trends, underpins its ongoing growth narrative.