Q3 2025 Quarterly Market Insights 2 - Flipbook - Page 9
Diodes Inc.
• Diodes reported Q2 Fiscal 2025 revenue of US$366.2 million, up ~14 % year-on-year and 10 % sequentially,
with GAAP net income of US$46.1 million (US$0.99 per diluted share).
• The company launched new 80 V low-IQ ideal diode controllers (AP74502Q / AP74502HQ) to address
reverse-battery and overvoltage protection in 12 V / 24 V / 48 V automotive systems.
• Diodes projected Q3 2025 revenue of ~US$392 million (±3 %), representing ~12 % year-on-year growth,
driven by strong demand in Asia (AI/compute), consumer, and EV automotive segments in China.
Infineon
• Infineon delivered Q3 FY2025 revenue of €3.704 billion and a segment result margin of 18.0%, beating
forecasts; for Q4 it expects ~€3.9 billion with margins remaining in the high-teens.
• The company secured €920 million in EU state aid toward its new Dresden “Smart Power Fab” (MEGAFABDD), part of a €3.5 billion investment to build a front-end fab for mixed/discrete power and analog/
mixed-signal chips, scheduled for full operation by 2031.
• Infineon announced the start of 300 mm GaN wafer production with customer samples due in Q4 2025,
aiming to capitalise on accelerated demand in power electronics; this comes as TSMC is exiting GaN
production, creating market opportunity.
Intel
• Intel reported Q2 FY2025 revenue of US$12.9 billion, roughly flat year-over-year, but incurred significant
GAAP losses (≈ US$2.9 billion) due to restructuring, impairments and one-time charges while guiding Q3
revenue between US$12.6-13.6 billion.
• The company is aggressively cutting costs: plans to reduce its workforce by ~15% to about 75,000
employees, cancelling planned fab projects in Germany and Poland, consolidating assembly and test
operations to Vietnam and Malaysia, and slowing construction in Ohio.
• Intel’s product and technology roadmap saw progress: three new Xeon-6 CPUs launched, its “Panther
Lake” processor SKUs remain on track for later 2025, and its 18A process node achieved wafer production
in Arizona
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