Semiconductors2 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. 이전 1 다음
