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.
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...
Marvell announces AI memory infrastructure portfolio expansions at FMS 2026
Marvell Technology announced new products across its AI memory infrastructure portfolio at FMS 2026, including the Bravera SC6 PCIe 6.0 SSD controller, Structera X memory expansion solutions, and Photonic Fabric memory modules, NIC and chiplets. The portfolio targets server-level AI storage, rack-scale CXL memory expansion and pooling, and pod-level optical shared memory for agentic AI inference workloads. The Bravera SC6 SSD controller is expected to begin sampling in Q4 2026.
Marvell announces Q2 FY2027 results conference call on Aug. 27, 2026; Investor Day set for Oct. 6, 2026
Marvell Technology announced it will hold a conference call on Thursday, August 27, 2026, at 1:45 p.m. Pacific Time to review its second quarter of fiscal year 2027 financial results. The company also announced it will host its Investor Day on the morning of Tuesday, October 6, 2026, in New York City, with presentations from Chairman and CEO Matt Murphy and the senior leadership team. The article is an event notice and does not contain actual financial results, guidance, or outlook figures.
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.
Marvell to Invest $250 Million in India, Expanding Bangalore Facility for AI Technology Development
On July 29, 2026, Marvell Technology, Inc. announced a $250 million investment in India, with plans to expand its Bangalore facility to drive next-generation AI technology development. The source page indexes this press release alongside other recent Marvell IR announcements, including prior quarterly earnings (Q1 FY2027, reported May 27, 2026), a CFO transition (June 11, 2026), the acquisition of Polariton Technologies (April 22, 2026), and a quarterly dividend declaration (June 25, 2026). No detailed financial...
SWKS Q3 Call: Qorvo Merger Hits Final Regulatory Phase; AI Content Tailwinds Offset Mobile Pricing Headwinds
Skyworks Solutions (SWKS) management used its Q3 FY2026 call to frame a significant strategic pivot, prioritizing the pending Qorvo combination and aggressive share repurchases over its legacy dividend policy. While the $0.05 EPS beat and revenue print above the midpoint provided a stable backdrop, the core of the call focused on the Qorvo merger entering Phase 3 of the SAMR review in China and the announcement of the combined company's leadership team. Management expressed high confidence in 'AI at the edge' as...
QCOM Q3 FY2026 Total revenues $9,947 million, Beat Guidance by +$347.0M
QCOM beat prior Q3 FY2026 Total revenues guidance by +$347.0M. GAAP diluted EPS of $1.87 beat the prior midpoint of $1.36 by $0.51 (37.5%), while Non-GAAP diluted EPS of $2.21 was roughly in line with the prior midpoint of $2.20 ($0.01 beat). Forward Q4 FY2026 guidance was issued for revenue of $9.7-$10.5 billion and Non-GAAP EPS of $2.05-$2.25.
QCOM 10-Q filed 2026-07-29 | Key takeaways
QCOM filed its 10-Q; the most relevant disclosure change is added Acquisitions: New subsequent event disclosure of Modular Inc acquisition completed July 28, 2026 valued at approximately $3.1 billion, with consideration consisting primarily of 18 million QCOM shares; Alphawave preliminary purchase price allocation revised (goodwill reduce. Customer concentration: Customer/licensee (x) represented 23% of revenue; Customer/licensee (y) represented 20% of revenue.
SWKS 10-Q filed 2026-07-28 | Key takeaways
SWKS filed its 10-Q; the most relevant disclosure change is expanded Pending Qorvo transaction timing: Skyworks stated it is increasingly hopeful the Qorvo transaction will close within the calendar year and will prepare to close as early as within the fiscal year, compared to the prior expectation of early calendar year 2027; each party has certified substanti.
Qorvo reports fiscal 2027 Q1 results: revenue $784.8M, non-GAAP diluted EPS $1.64
Non-GAAP gross margin (full-year fiscal 2027) was maintained by 0.0 pts to above 50%. For Q1 fiscal 2027, GAAP revenue was $784.8 million versus $818.8 million in the prior-year quarter, GAAP diluted EPS was $0.96 versus $0.27, and non-GAAP diluted EPS was $1.64 versus $0.92 (up 78% year-over-year). Non-GAAP gross margin was 52.8%, up 880 basis points year-over-year, and free cash flow was $115.3 million. Given the pending transaction with Skyworks, Qorvo has discontinued conference calls and forward-looking gui...
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.