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STM discloses share repurchase of 145,390 shares for EUR 9.2 million in latest weekly tranche
STMicroelectronics disclosed repurchasing 145,390 ordinary shares (0.02% of issued share capital) at a weighted average price of EUR 63.5445 per share for a total of EUR 9,238,728.20 during the period from June 29, 2026 to July 3, 2026. All transactions were executed on Euronext Paris through a broker acting for the Company. Following these repurchases, the Company holds 18,882,103 treasury shares representing approximately 2.1% of its issued share capital. The purpose of the transactions was to meet obligations...
STMicroelectronics launches $1.5 billion dual-tranche convertible bonds offering; announces early redemption of $750 million 2027 bonds
STMicroelectronics announced the launch of a US$1.5 billion dual-tranche offering of senior unsecured convertible bonds, comprising 5-year 2031 Convertible Bonds with interest of 0.00%-0.50% and 7-year 2033 Convertible Bonds with interest of 0.625%-1.125%, each issued at 100% of principal. The company simultaneously announced the early redemption of its outstanding US$750 million Zero Coupon Convertible Bonds due 2027 on July 16, 2026. Net proceeds will be used for general corporate purposes, including funding t...
STMicroelectronics raises FY 2026 data center revenue ambition to $1 billion
STMicroelectronics is raising its revenue ambition for Data Centers to approximately $1 billion in 2026, up from previous guidance of nicely above $500 million, citing continued strong AI infrastructure-led demand and progress on capacity ramp-up. For 2027, assuming the current dynamic continues with current engagements, data center revenues could double compared to 2026 levels, compared to the prior expectation of well above $1 billion.
Texas Instruments Announces CFO Transition; Julie Knecht Appointed SVP and CFO Effective August 2026
Texas Instruments Incorporated announced that its Board appointed Julie Knecht to become Senior Vice President and Chief Financial Officer, effective August 1, 2026. Ms. Knecht, 54, will succeed Rafael Lizardi, who is retiring after 25 years with the Company. The Company stated that Mr. Lizardi's retirement is not related to any financial or operating results, or to any disagreements or concerns regarding financial or reporting practices or internal control over financial reporting. In connection with her appoin...
MCHP 10-K filed 2026-05-21 | Key takeaways
MCHP filed its 10-K; the most relevant disclosure change is expanded Customer concentration: Arrow Electronics accounted for 12% of net sales in FY2026, increasing from 10% in FY2025, representing the only distributor or direct customer exceeding 10% of net sales. Customer concentration: Arrow Electronics represented 12% of net_sales.
ADI Q2 Call: AI Power Play via Empower Acquisition; Data Center Momentum Offsets Consumer Softness
Analog Devices (ADI) management used the Q2 FY2026 earnings call to emphasize a structural shift in their growth profile, driven by record demand for AI-related infrastructure and a return to growth in the broad industrial market. The standout announcement was the planned acquisition of Empower Semiconductor, a move designed to plug a critical gap in ADI’s power portfolio by providing Integrated Voltage Regulator (IVR) technology for high-density AI processors. While the company reported record revenue and earni...
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(Exact name of registrant as specified in its charter) Massachusetts 04-2348234 (State or other jurisdiction of incorporation or organization) (I.R.S.
ADI to Acquire Empower Semiconductor for $1.5 Billion
Analog Devices, Inc. announced an agreement to acquire Empower Semiconductor, a provider of integrated voltage regulators and power management solutions, in an all-cash transaction for $1.5 billion. The acquisition addresses the critical challenge of delivering high-density, energy-efficient compute as power and thermal demands limit AI system scale. The transaction is expected to close in the second half of calendar year 2026, subject to customary closing conditions and Hart-Scott-Rodino antitrust clearance. Em...
MCHP Q4 FY2026 Net sales $1.311 billion, Beat Guidance by +$51.0M
MCHP beat prior Q4 FY2026 Net sales guidance by +$51.0M. For the June 2026 quarter, the company guided net sales of $1.442 to $1.469 billion, non-GAAP EPS of $0.67 to $0.71, and non-GAAP gross margin of 62.25% to 63.25%.
ON Semiconductor Announces Proposed Private Offering of $1.3 Billion Convertible Senior Notes Due 2031
ON Semiconductor Corporation announced on May 6, 2026 a proposed private offering of $1.3 billion aggregate principal amount of Convertible Senior Notes due 2031 to qualified institutional buyers under Rule 144A. The company expects to grant the initial purchasers an option to purchase up to an additional $200 million aggregate principal amount within 13 days of issuance. Net proceeds will be used to pay for convertible note hedge transactions, repurchase up to $400 million of common stock concurrently with pric...
ETN 10-Q filed 2026-05-05 | Key takeaways
ETN filed its 10-Q; the most relevant disclosure change is added Segment reorganization: During Q1 2026, Eaton re-segmented its business creating a new Mobility segment that combines the legacy Vehicle and eMobility segments. Historical segment information has been recast to reflect this change. Goodwill from legacy Vehicle ($291M) and eMobility (. Customer concentration: Six large customers (electrical products and systems) represented 22% of net_sales; Three large OEMs (aerospace) represented 20% of net_sales.
Eaton Reports Record Q1 2026 Results, Raises Full-Year Organic Growth Guidance to 10% Midpoint from 8%
Eaton reported Q1 2026 adjusted EPS of $2.81, beating expectations. Total sales of $7.5 billion were up 17% year-over-year with organic growth of 10%, above the high end of the prior 5-7% guidance range. The company raised its full-year 2026 organic growth guidance to 9-11% (midpoint 10%) from the prior 5-7% range midpoint of 8%, and narrowed segment margin guidance to 24.1-24.5%. GAAP EPS was $2.22 and free cash flow was $314 million, up 245% year-over-year.
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