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Analog Devices (ADI) designs and manufactures analog, mixed-signal, and digital signal processing integrated circuits — converters (ADC/DAC), amplifiers, RF/microwave MMICs (GaAs, SiGe BiCMOS), power management ICs, and MEMS sensors. Revenue $11.0B in FY2025 (fiscal year ended November 1, 2025), up 17% vs.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 supplier. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Announced Oct 21 2025: ASE to acquire 100% of Analog Devices Sdn. Bhd. and its Penang, Malaysia facility and enter a long-term supply agreement for ASE to provide manufacturing services to ADI, with ADI co-investing in facility upgrades; close expected 1H 2026. ADI's FY2025 10-K carries Penang as held for sale. Completion not confirmed in this pass. No dollar figure or share of ADI's spend disclosed.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Another tracked dossier names this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 984 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Announced Oct 21 2025: ASE to acquire the ADI Penang, Malaysia assembly/test facility and enter a long-term supply agreement for ASE to provide manufacturing (assembly/test) services to ADI; transaction expected to close 1H 2026. No dollar figure or share of ASE revenue disclosed. Re-checked 2026-09-27: the ADI Q3 FY2026 earnings release (investor.analog.com, Aug 19 2026, for the quarter ended 2026-08-01; the SEC EDGAR 10-Q copy returns 403 to automated fetch) confirms a roughly $24.4M gain on the sale of a Penang, Malaysia subsidiary/facility completed in the quarter, so the pending close has happened. The release does not name the buyer or mention a supply agreement; that the buyer is ASE is inferred from the identical asset, and the long-term manufacturing-services agreement remains only the announced INTENT, no executed-agreement source found.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇵🇭 PH accounts for 60% of severity-weighted pressure.