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Skyworks Solutions surged 27% amid its pending Qorvo merger, despite trading well above consensus targets and facing margin compression. Skyworks relies on Apple for roughly 57% of revenue, guiding s…
STMicroelectronics (STM) stock plunged over 20% after a minor $100M revenue guidance miss, despite strong Q2 results including 26% revenue growth, earnings beat, and positive free cash flow. Analysts…
Giverny Capital highlights TSMC's near-100% gain since last summer, driven by 68% YoY revenue growth. As the leading chipmaker for Nvidia, Apple, and Broadcom, TSMC's strength signals robust AI-drive…