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Semiconductor Earnings Roundup: Revenue, Growth and Takeaways
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关键摘要
Earnings were strong across all chip industry sectors this quarter, with 11 companies posting triple-digit growth, and all but 2 of the 80 companies reported here were in positive territory.…
- The hottest growth areas were AI infrastructure, memory, advanced pack…
- Companies tied to HBM, data centers and AI accelerators generally post…
- Quarterly revenue increase/decrease percentages are in comparison to t…
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正文提要
Earnings were strong across all chip industry sectors this quarter, with 11 companies posting triple-digit growth, and all but 2 of the 80 companies reported here were in positive territory. The hottest growth areas were AI infrastructure, memory, advanced packaging, test and leading-edge manufacturing. Companies tied to HBM, data centers and AI accelerators generally posted the strongest growth, while handset and consumer-related results were more mixed. Quarterly revenue increase/decrease percentages are in comparison to the same periods in the prior year. Find current stock impacts and other business news here.
| Company | Quarter | Revenue (US$) | YoY revenue growth | Comment |
|---|---|---|---|---|
| Advantest Jul. 29, 2026 |
Q1 FY2026 | $2.31B | +39.3% | AI/HPC tester demand drove growth; full-year sales forecast was raised. |
| Aehr Test Systems Jul. 14, 2026 |
Q4 FY2026 | $18.8M | +33.3% | Growing demand across AI processors, silicon photonics, and power semiconductors for wafer-level and package-level burn-in solutions |
| Allegro MicroSystems Jul. 30, 2026 |
Q1 FY2027 | $259.2M | +27.5% | Sixth straight quarter of sequential sales growth; data center reached a record 17% of sales. |
| Ambiq Aug. 11, 2026 |
Q2 2026 | $33.9M | +89.7% | Revenue nearly doubled; Q3 guided to $36M–$37M despite supply constraints. |
| AMD Aug. 4, 2026 |
Q2 2026 | $11.54B | +50.1% | Data Center revenue reached $6.7B, up 107% and 58% of company revenue. |
| Amkor Technology Jul. 27, 2026 |
Q2 2026 | $1.90B | +26.0% | Record Q2 revenue, with record Computing and Automotive & Industrial sales. |
| Analog Devices May 20, 2026 |
Q2 FY2026 | $3.62B | +37.0% | Record quarterly revenue with year-over-year growth across all end markets. |
| Applied Materials Aug. 13, 2026 |
Q3 FY2026 | $9.115B | +25.0% | Record revenue; AI demand lifted DRAM, leading-edge foundry/logic and advanced packaging. |
| Arm Jul. 29, 2026 |
Q1 FY2027 | $1.29B | +22.0% | Record first-quarter licensing and royalty revenue. Data-center royalties more than doubled. |
| Arteris Aug. 6, 2026 |
Q2 2026 | $24.1M | +46.0% | Strong licensing activity and SoC connectivity-IP demand drove growth. |
| ASE Technology Jul. 30, 2026 |
Q2 2026 | $6.05B | +26.7% | Advanced packaging and test demand continued to lift ATM revenue. |
| ASM International Jul. 28, 2026 |
Q2 2026 | $1.16B | +20.0% | Record €1.003B revenue; leading-edge logic/foundry, HBM DRAM and AI demand were strong. |
| ASML Jul. 15, 2026 |
Q2 2026 | $10.78B | +21.2% | Strong EUV and advanced-node demand supported a higher 2026 sales outlook. |
| ASMPT Jul. 29, 2026 |
Q2 2026 | $630.0M | +52.1% | AI, photonics and advanced packaging drove growth; bookings rose sharply. |
| Astera Labs Aug. 4, 2026 |
Q2 2026 | $392.4M | +104.0% | AI-connectivity demand remained exceptional; Q3 guided to $540M–$560M. |
| Axcelis Aug. 6, 2026 |
Q2 2026 | $215.2M | +10.6% | Ion-implant demand improved as customers resumed capacity investments. |
| Besi Jul. 23, 2026 |
Q2 2026 | $289.0M | +68.7% | Hybrid bonding, photonics and data-center packaging drove the sharp increase. |
| Broadcom Jun. 3, 2026 |
Q2 FY2026 | $22.19B | +48.0% | AI semiconductor revenue remained the major growth engine. |
| Bruker Aug. 4, 2026 |
Q2 2026 | $838.5M | +5.2% | For Nano group, strong AI-driven orders for HBM and advanced packaging metrology tools. |
| Cadence Jul. 27, 2026 |
Q2 2026 | $1.584B | +24.2% | Raised outlook as AI-enabled design and advanced-packaging demand remained strong. |
| Camtek Aug. 10, 2026 |
Q2 2026 | $133.2M | +8.0% | Record revenue; advanced-packaging demand supported a stronger second-half outlook. |
| Cerebras Systems Aug. 12, 2026 |
Q2 2026 | $180.1M | +74.0% | GAAP revenue; cloud/services revenue rose 281%. |
| CEVA Aug. 10, 2026 |
Q2 2026 | $29.0M | +13.0% | Licensing revenue rose 21% to a three-year high. |
| ChipMOS Aug. 11, 2026 |
Q2 2026 | $231.8M | +28.7% | Record revenue and an improved 18% gross margin. |
| Cirrus Logic Aug. 5, 2026 |
Q1 FY2027 | $459.7M | +12.9% | Record fiscal-Q1 revenue and EPS, supported by smartphone demand. |
| Cohu Jul. 30, 2026 |
Q2 2026 | $149.0M | +38.0% | AI-compute test opportunity pipeline reached roughly $850M. |
| Credo Jun. 1, 2026 |
Q4 FY2026 | $437.0M | +157.0% | Revenue more than doubled on AI connectivity; Q1 guided to $465M–$475M. |
| Diodes Incorporated Aug. 5, 2026 |
Q2 2026 | $445.5M | +21.6% | Broad semiconductor-market recovery lifted revenue more than 20%. |
| DISCO Jul. 23, 2026 |
Q1 FY2026 | $717.5M | +27.1% | Strong equipment acceptance and consumables demand; gross margin reached 71.3%. |
| Entegris Aug. 4, 2026 |
Q2 2026 | $883.2M | +11.5% | Leading-edge fab activity strengthened semiconductor-materials demand. |
| FormFactor Jul. 29, 2026 |
Q2 2026 | $258.2M | +31.9% | Record revenue on HBM, foundry/logic and co-packaged-optics demand. |
| GlobalFoundries Aug. 5, 2026 |
Q2 2026 | $1.79B | +5.8% | Silicon photonics and SiGe for AI optical networking remained key growth areas. |
| Hua Hong Semiconductor Aug. 13, 2026 |
Q2 2026 | $717.5M | +26.8% | Record revenue; gross margin improved to 16.5% and utilization remained near full. |
| Infineon Aug. 5, 2026 |
Q3 FY2026 | $4.82B | +12.6% | AI data-center power demand stayed strong; automotive orders improved. |
| Intel Jul. 23, 2026 |
Q2 2026 | $16.10B | +25.0% | Strongest revenue growth in more than fifteen years; DCAI grew strongly. Intel Foundry up 31%. |
| Keysight May 19, 2026 |
Q2 FY2026 | $1.717B | +31.5% | Orders exceeded $2B and the full-year outlook was raised. |
| Kioxia Holdings Jul. 31, 2026 |
Q1 FY2026 | $11.09B | +415.5% | NAND pricing and AI/data-center demand drove extraordinary revenue growth. |
| KLA Jul. 28, 2026 |
Q4 FY2026 | $3.66B | +15.2% | AI infrastructure is increasing process-control demand in logic, memory and advanced packaging. |
| Kulicke & Soffa Aug. 5, 2026 |
Q3 FY2026 | $330.4M | +122.6% | Revenue more than doubled as advanced-packaging and semiconductor-assembly demand strengthened. |
| Lam Research Jul. 29, 2026 |
Q4 FY2026 | $6.72B | +30.0% | AI-driven memory and leading-edge wafer-fab-equipment spending remained strong. |
| Lattice Semiconductor Aug. 4, 2026 |
Q2 2026 | $201.1M | +62.2% | Record revenue as FPGA demand rebounded sharply. |
| MACOM Aug. 6, 2026 |
Q3 FY2026 | $342.2M | +35.8% | Data-center and telecom semiconductor demand drove strong growth. |
| Marvell May 27, 2026 |
Q1 FY2027 | $2.42B | +28.0% | AI and data-center silicon remained the principal growth engine. |
| MaxLinear Jul. 23, 2026 |
Q2 2026 | $168.8M | +55.1% | Infrastructure revenue rose 145%, led by optical AI-data-center adoption. |
| MediaTek Jul. 31, 2026 |
Q2 2026 | $4.75B | +1.2% | Smart-edge-platform strength offset softer mobile demand. |
| Microchip Technology Aug. 6, 2026 |
Q1 FY2027 | $1.49B | +38.0% | Revenue recovery accelerated across embedded and analog markets. |
| Micron Technology Jun. 24, 2026 |
Q3 FY2026 | $41.46B | +345.7% | AI memory and HBM demand drove record results. |
| MKS Aug. 6, 2026 |
Q2 2026 | $1.25B | +28.3% | Double-digit growth across semiconductor, electronics packaging and specialty industrial markets. |
| Monolithic Power Systems Jul. 30, 2026 |
Q2 2026 | $980.6M | +47.6% | Enterprise Data revenue surged 164%, driven by AI infrastructure. |
| Nanya Technology Jul. 10, 2026 |
Q2 2026 | $2.58B | +684.2% | DRAM pricing surged; gross margin reached 79.5%. |
| Nordson Corporation May 20, 2026 |
Q2 2026 | $741.0M | +8% | Growth in all segments. |
| Nova Aug. 6, 2026 |
Q2 2026 | $255.0M | +16.0% | Record revenue, led by advanced logic and Gate-All-Around transitions. |
| NVIDIA May 20, 2026 |
Q1 FY2027 | $81.60B | +85.0% | Data Center reached $75.2B, up 92% year over year. |
| NXP Semiconductors Jul. 28, 2026 |
Q2 2026 | $3.50B | +19.0% | Growth returned across all end markets and regions. |
| onsemi Aug. 3, 2026 |
Q2 2026 | $1.604B | +9.0% | Automotive and industrial markets stabilized. |
| Onto Innovation Aug. 6, 2026 |
Q2 2026 | $343.1M | +35.3% | Advanced packaging and process-control demand drove strong growth. |
| PDF Solutions Aug. 6, 2026 |
Q2 2026 | $61.5M | +19.0% | Analytics and semiconductor-data demand supported double-digit growth. |
| Qnity Electronics Aug. 4, 2026 |
Q2 2026 | $1.43B | +22.0% | Raised guidance on AI/HPC and advanced semiconductor-materials demand. |
| Qualcomm Jul. 29, 2026 |
Q3 FY2026 | $9.95B | -4.0% | Handset revenue fell 20%, while Automotive and IoT each grew strongly. |
| QuickLogic Aug. 11, 2026 |
Q2 FY2026 | $5.5M | +48.7% | New-product revenue rose nearly 60%; full-year growth outlook remained strong. |
| Rambus Jul. 27, 2026 |
Q2 2026 | $207.4M | +20.4% | Memory-interface and security-IP demand supported growth. |
| Realtek Semiconductor Jul. 30, 2026 |
Q2 2026 | $1.17B | +17.7% | Revenue grew, though higher packaging and memory costs pressured gross margin. |
| Samsung Electronics Jul. 30, 2026 |
Q2 2026 | $121.08B | +129.9% | Total Samsung Electronics revenue; AI memory and HBM drove the semiconductor surge. |
| Sandisk Aug. 5, 2026 |
Q4 FY2026 | $8.97B | +372% | NAND pricing and data-center demand drove extraordinary growth. |
| Semtech May 26, 2026 |
Q1 FY2027 | $291.0M | +16.0% | Record quarterly sales, with data-center and infrastructure demand contributing. |
| Silicon Labs Aug. 11, 2026 |
Q2 2026 | $228.0M | +18.0% | Industrial & Commercial grew 23%; guidance was suspended amid the pending TI acquisition. |
| Silicon Motion Jul. 30, 2026 |
Q2 2026 | $451.0M | +127.0% | Flash-controller demand more than doubled revenue. |
| Silvaco Aug. 6, 2026 |
Q2 2026 | $17.8M | +48.0% | Semiconductor IP revenue rose 238%; gross margin reached 85%. |
| SiTime Aug. 5, 2026 |
Q2 2026 | $157.4M | +126.5% | AI infrastructure and LEO demand drove timing growth. |
| SK hynix Jul. 29, 2026 |
Q2 2026 | $56.00B | +257.0% | Record quarter on AI memory; HBM4 mass shipments began. |
| Skyworks Solutions Jul. 28, 2026 |
Q3 FY2026 | $934.8M | -3.1% | Broad Markets grew, but total company revenue declined year over year. |
| STMicroelectronics Jul. 23, 2026 |
Q2 2026 | $3.49B | +26.0% | Revenue beat the midpoint of expectations, led by CECP and Automotive. |
| Synopsys May 27, 2026 |
Q2 FY2026 | $2.276B | +41.9% | AI-driven chip complexity boosted demand across Synopsys’ EDA and IP portfolio; revenue beat guidance and the company raised its full-year outlook. |
| Teradyne Jul. 28, 2026 |
Q2 2026 | $1.329B | +104% | AI-driven DRAM and NAND test demand produced a record quarter. |
| Texas Instruments Jul. 22, 2026 |
Q2 2026 | $5.46B | +23.0% | Analog recovery strengthened across industrial, data-center and automotive markets. |
| Tower Semiconductor Aug. 4, 2026 |
Q2 2026 | $460.0M | +24.0% | Record revenue as silicon photonics and AI-data-center demand accelerated. |
| TSMC Jul. 16, 2026 |
Q2 2026 | $40.20B | +36% | AI accelerators and leading-edge nodes remained key growth drivers. |
| UMC Jul. 29, 2026 |
Q2 2026 | $2.18B | +17.0% | 22/28nm revenue continued to set record highs; utilization increased to 85%. |
| Valens Semiconductor Aug. 12, 2026 |
Q2 2026 | $18.1M | +5.8% | Raised full-year guidance; automotive design wins are expected to ramp in 2027. |
| Vishay Intertechnology Aug. 5, 2026 |
Q2 2026 | $888.6M | +16.6% | GAAP revenue; $30M of tariff refunds passed to customers reduced reported sales. |
Informational only. Should not be relied upon for trading purposes. Revenue figures reflect each company’s most recently reported quarterly results and are presented in U.S. dollars. For companies that report in currencies other than U.S. dollars, revenue has been converted to U.S. dollars for consistency; as a result, the U.S.-dollar revenue figures may not exactly correspond to the reported year-over-year growth rates because of exchange-rate movements. Year-over-year revenue growth reflects the percentage change reported by the company in its primary reporting currency, unless otherwise noted. Revenue figures are GAAP or IFRS reported revenue, as applicable, rather than adjusted or non-GAAP revenue. Percentages and U.S.-dollar conversions may be rounded.
The post Semiconductor Earnings Roundup: Revenue, Growth and Takeaways appeared first on Semiconductor Engineering.