PCIe, CXL and AI-system connectivity
Value-chain sector
Networking and connectivity
Data-center connectivity, wireless, switching, and high-speed interconnect silicon.
Coverage universe
Networking and connectivity companies
Open a company feed for recent official-source headlines or start tracking an individual ticker.
AI networking, custom silicon and connectivity
High-speed connectivity and active electrical cables
Data-center networking and custom silicon
Wireless, edge AI, automotive and licensing
RF systems for mobile, defense and connectivity
RF connectivity and mobile content trends
Latest signals
Recent sector headlines
Recent investor-relevant alerts drawn from official company and SEC sources.
AVGO Q3 FY2026 revenue guidance $29,591 million, Beat Guidance by +$191.0M
AVGO beat prior Q3 FY2026 revenue guidance guidance by +$191.0M. GAAP diluted EPS was $2.68 and Non-GAAP diluted EPS was $3.32. The company guided Q4 FY2026 revenue of approximately $34.8 billion (+93% YoY), Non-GAAP operating income of approximately 66% of projected revenue, and AI semiconductor revenue of $21.7 billion (+236% YoY). The board declared a quarterly cash dividend of $0.65 per share, payable September 30, 2026.
CRDO 10-Q filed 2026-09-02 | Key takeaways
CRDO filed its 10-Q; the most relevant disclosure change is added Business combination — DustPhotonics: On May 28, 2026 the Company acquired 100% of DustPhotonics Ltd. for $1,251.1 million total purchase consideration (cash $769.6M, ordinary shares $169.1M, replacement equity awards $2.5M, contingent consideration $310.0M), with preliminary purchase price alloca. Customer concentration: Customer A represented 43% of revenue; Customer B represented 28% of revenue.
Skyworks extends expiration of exchange offers for Qorvo 2029 and 2031 senior notes
On September 1, 2026, Skyworks Solutions, Inc. announced the extension of the expiration date of its previously announced exchange offers for any and all outstanding 4.375% Senior Notes due 2029 and 3.375% Senior Notes due 2031 issued by Qorvo, Inc. The expiration date was extended from 5:00 p.m. New York City time on September 1, 2026 to 5:00 p.m. New York City time on September 11, 2026. As of September 1, 2026, $767,518,000 (90.30%) of the $850,000,000 2029 Qorvo Notes and $653,022,000 (93.29%) of the $700,00...
CRDO Q1 FY2027 Call: AEC Momentum Accelerates; 1.6T Roadmap in Focus
Credo’s Q1 earnings call reinforced the massive tailwinds from AI infrastructure, with management highlighting that the 114.7% YoY revenue surge was primarily driven by the continued ramp of Active Electrical Cables (AEC) within hyperscale data centers. While the initial release provided the impressive headline numbers, the call offered critical color on the transition from 400G to 800G and the early engagement for 1.6T solutions. CEO Bill Brennan’s tone was notably confident regarding the company's competitive...
Credo reports Q1 FY2027 revenue of $479.0M, up 114.7% YoY; guides Q2 revenue to $525-$535M
Credo Technology Group Holding Ltd reported first-quarter fiscal year 2027 revenue of $479.0 million, up 114.7% year over year from $223.1 million and up 9.6% sequentially from $437.0 million. GAAP net income was $129.4 million (diluted EPS $0.67) and non-GAAP net income was $236.3 million (non-GAAP diluted EPS $1.20). For the second quarter of fiscal year 2027 (three months ending October 31, 2026), the company guided revenue to $525-$535 million. No prior guidance midpoint was supplied in the input context, so...
MRVL 10-Q filed 2026-08-28 | Key takeaways
MRVL filed its 10-Q; the most relevant disclosure change is added Customer warrant subsequent event: Marvell disclosed a Note 15 subsequent event that on August 18, 2026 the Company issued a warrant to a customer to purchase up to 58,970,907 shares (subsequent to quarter end described in the 10-Q as up to 59.0 million shares) at an exercise price of $206.58 p. Customer concentration: Customer A (Direct) represented 16% of revenue; Distributor A represented 44% of revenue.
MRVL Call: FY28 Revenue Target Hiked to $18B; Google Warrant Details & Custom Silicon Ramp
Marvell's Q2 FY2027 earnings call was defined by a massive upward revision to long-term revenue targets, with management now forecasting approximately $18 billion in revenue for FY2028—a $1.5 billion increase from the outlook provided just three months ago. The primary catalyst is an unprecedented expansion in the custom silicon business, punctuated by a new commercial agreement and warrant with a key hyperscaler (widely understood to be Google) that implies a $120 billion cumulative revenue opportunity over the...
MRVL Q2 Call: Massive FY28 Revenue Raise to $18B Driven by Custom AI Ramp and Google TPU Ecosystem Expansion
Marvell’s Q2 earnings call was defined by a massive upward revision to long-term revenue targets, with management raising the FY2028 outlook by $1.5 billion to approximately $18 billion. The primary catalyst is the accelerating custom silicon business, bolstered by a significant new commercial agreement and warrant with a key hyperscaler (widely understood to be Google) involving the TPU ecosystem. CEO Matt Murphy characterized the custom silicon opportunity as 'game-changing,' noting that the company is making...
Skyworks issues $2.0 billion senior notes in three tranches to fund Qorvo acquisition
On August 10, 2026, Skyworks Solutions, Inc. issued $800.0 million of 5.000% Senior Notes due 2028, $600.0 million of 5.750% Senior Notes due 2032 and $600.0 million of 6.250% Senior Notes due 2036, for an aggregate principal amount of $2.0 billion. Net proceeds, together with existing cash and cash equivalents, will finance the approximately $3.00 billion cash consideration for the previously announced merger with Qorvo, Inc. The 2028 Notes and 2036 Notes are subject to a special mandatory redemption at 101% if...
ALAB 10-Q filed 2026-08-05 | Key takeaways
ALAB filed its 10-Q; the most relevant disclosure change is reduced Internal control over financial reporting: Disclosure controls and procedures were concluded effective at a reasonable assurance level as of June 30, 2026, with no changes in internal control over financial reporting during the quarter that materially affected or are reasonably likely to materially aff. Customer concentration: Customer A represented 29% of revenue; Customer B represented 25% of revenue.
ALAB Q2 2026 Non-GAAP diluted EPS $0.80, Beat Guidance by +$0.11
ALAB beat prior Q2 2026 Non-GAAP diluted EPS guidance by +$0.11. Revenue of $392.4 million was a record, up 104% year-over-year and up 27% sequentially, with growth driven by AI fabrics and signal conditioning. The company provided Q3 2026 revenue guidance of $540 million to $560 million and non-GAAP diluted EPS guidance of $1.16 to $1.21. Astera Labs also reported $69.2 million of payments for business combinations during the first half of 2026, with goodwill rising to $91.6 million from $19.0 million at year-e...
QCOM files resale registration for 17,826,566 shares issued as Modular Inc acquisition consideration
QUALCOMM filed a prospectus supplement on July 31, 2026, covering the resale by selling stockholders of 17,826,566 shares of common stock issued as consideration in connection with the previously announced acquisition of Modular Inc. The shares were issued in a private placement under Section 4(a)(2) of the Securities Act and Rule 506 of Regulation D, with a Registration Rights Agreement dated July 28, 2026. The original merger agreement with Modular Inc was signed on June 21, 2026.
Daily sector context
Follow the companies, then get the wider semiconductor picture.
The Semiconductor Daily adds overnight Asia coverage, industry news, and memory pricing to TickerStar's official company alerts.