Earnings
1 storyThe quarter ended April 26, 2026, marked record revenue with 20% sequential growth from the prior quarter. The sustained acceleration underscores continued demand for Nvidia's AI accelerators across data center deployments.
Funding & M&A
1 storyThe exchange targets up to $850 million of Qorvo's 2029 notes and $700 million of 2031 notes, to be replaced with new Skyworks-issued securities as part of the pending acquisition. The move consolidates Qorvo's debt structure under Skyworks ahead of expected deal closure in early 2027, subject to regulatory approval.
Capacity & Supply
1 storyThe land addition supports Amkor's $7 billion Arizona campus investment, with the first facility completing in mid-2027 and production starting early 2028. The expansion signals Amkor's commitment to onshore advanced packaging and test capacity as U.S. chipmakers seek domestic supply chain resilience.
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