*quick_alert* Semiconductors in the Crosshairs: The Coming Margin Squeeze The semiconductor industry is facing a perfect storm of headwinds, and the data shows cracks emerging beneath the surface. reported a revenue decline of in Q4 2025, while saw margins compress — down from a year earlier. Adding to the woes, geopolitical tensions are escalating, with tariffs and sanctions threatening to disrupt global supply chains. and both cited "increasingly volatile" trade conditions in their recent filings. While the long-term prospects for semiconductor innovation remain strong, the near-term outlook is decidedly murkier.

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