Policy
1 storyThe ITC's Full Commission upheld a December 2025 finding that Innoscience infringed Infineon's '481 patent on gallium nitride technology, ordering import and sales bans subject to a 60-day presidential review period. The ruling reinforces Infineon's GaN IP portfolio as competitors face potential market access restrictions in the U.S.
Earnings
2 storiesArm achieved record full-year FY2026 revenue of $4.92 billion with royalty revenue hitting $2.31 billion, marking the company's third consecutive year of 20%+ growth since its IPO. Data center royalties more than doubled year-over-year, signaling accelerating adoption of Arm-based processors in cloud infrastructure.
The company disclosed revenue, earnings per share, and operational metrics for the period ended September 30, 2026. Results reflect Microchip's performance across its analog, mixed-signal, and embedded control product portfolios serving automotive, industrial, and computing markets.
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