반응형 Semiconductors4 Qualcomm (QCOM) Stock Analysis: Non-Handset Mix and Margin Qualcomm (NASDAQ: QCOM) posted $9.95 billion in fiscal third-quarter revenue, down 4.0% from a year earlier, while five semiconductor peers all grew at double-digit rates. This QCOM stock analysis works through the segment data behind that gap: the handset decline, the automotive and IoT revenue that replaced part of it, the margin the company gave up in the process, two offsetting tax items tha.. 2026. 9. 8. AMD Stock Analysis: Q2 2026 Earnings and the Debt Raise AMD (AMD) Q2 2026 Earnings: Record RevenueAdvanced Micro Devices (NASDAQ: AMD) reported second-quarter 2026 revenue of $11.54 billion, up 50% year over year, with Data Center revenue more than doubling to $6.72 billion. This AMD stock analysis works through the quarter's segment results, the composition of net income, the $4.75 billion of senior notes the company issued three weeks after reporti.. 2026. 9. 5. Credo (CRDO) Stock Analysis: GAAP vs Non-GAAP Earnings Gap Credo Technology Group (NASDAQ: CRDO) is one of the fastest-growing AI connectivity companies in the semiconductor sector: fiscal 2026 revenue rose +205.7% to $1.34 billion. This CRDO stock analysis works through the gap between Credo's GAAP and non-GAAP earnings, its stock-based compensation, its customer concentration, its guidance track record, and its valuation.Start with the number the comp.. 2026. 8. 31. TSMC (TSM) Stock: 60% Margins and Guidance It Keeps Beating There are two kinds of chip companies: the ones that design chips and outsource the manufacturing, and the ones that build other people's designs for a fee. The second kind — the foundry — is contract manufacturing, and contract manufacturing is supposed to run on thin margins.TSMC posted a 60.3% operating margin for the second quarter of 2026. The company that builds the chips kept a fatter mar.. 2026. 8. 30. Previous 1 Next 반응형
