Industry top-down
Semiconductors
Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.
AI industry top-down
The semiconductor industry has shown robust overall growth, recording a median revenue growth rate of 29.6% based on recent data. Numerous companies, including NVIDIA, Micron, Marvell, Monolithic Power, and Astera Labs, showed high revenue growth rates, with NVIDIA and Micron in particular generating positive analyst evaluations and strong expectations for improved performance. In contrast, Intel and NXP recorded revenue declines, showing a different trend. Intel is facing a challenging situation, with neutral/sell opinions from multiple brokerage firms and negative earnings per share. Across the industry, while there is growth momentum, performance disparities among individual companies are evident.
- Sustained high revenue growth for many companies
- Analysts' positive outlook for some leading companies
- Improving trend in Earnings Per Share (EPS) for major companies
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
AI earnings-commentary top-down
Recent quarter semiconductor industry executive comments suggest that robust demand for AI accelerators and networking solutions, along with new AI product launches, is driving revenue growth. Strong demand and supply constraints have led to improved gross margins, with some companies noting they are maintaining stable inventory levels and continuing capital expenditures in preparation for future demand. However, concerns were also raised regarding regulatory headwinds, including geopolitical tensions, trade policies, tariffs, and export controls, alongside a slowdown in some consumer PC demand. Overall, positive momentum in AI-related segments is prominent.
- Demand5
- AI/new product5
- Margin3
- Inventory2
- Capex2
- Regional demand1
- Regulation/tariff2
- Pricing1
- Orders1
- Utilization1
- Strong AI Demand: Robust demand for custom AI accelerators and networking.
- AI New Product Launch and Growth: Driving sales of AI semiconductor solutions and new products.
- Margin Improvement: Gross profit margin growth driven by strong demand and supply constraints.
- Stable Inventory Levels: Continued efforts to secure inventory and production capacity.
- Continued Capital Expenditure: Executing capital expenditure to meet future demand.
AI synthesis of management commentary in SEC 8-K earnings filings (press releases + CFO commentary) across these companies. Dot = net tone, number = companies, ▲▼ = quarter-over-quarter shift. Not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| NVDANVIDIA CORP | FY2027 Q1 | $44.06B | +69.2% | $0.76 | +26.7% | — |
| MUMICRON TECHNOLOGY INC | FY2026 Q2 | $16.76B | +58.9% | $3.08 | — | — |
| INTCINTEL CORP | FY2026 Q1 | $12.67B | -0.4% | $-0.19 | — | — |
| ARMARM HOLDINGS PLC /UK | FY2026 Q3 | $2.77B | +20.0% | $0.55 | — | — |
| QCOMQUALCOMM INC/DE | FY2026 Q2 | $22.65B | +17.2% | $5.36 | +18.8% | — |
| ADIANALOG DEVICES INC | FY2026 Q2 | $5.06B | +8.4% | $1.93 | +26.1% | — |
| MRVLMarvell Technology, Inc. | FY2027 Q1 | $1.9B | +63.3% | $0.20 | — | — |
| NXPINXP Semiconductors N.V. | FY2026 Q1 | $2.84B | -9.3% | $1.92 | -22.3% | — |
| MPWRMONOLITHIC POWER SYSTEMS INC | FY2026 Q1 | $637.55M | +39.2% | $2.81 | +48.7% | — |
| ALABAstera Labs, Inc. | FY2026 Q1 | $159.44M | +144.3% | $0.18 | — | — |
| MCHPMICROCHIP TECHNOLOGY INC | FY2026 Q3 | $3.43B | -45.6% | $0.28 | -91.2% | — |
| ONON SEMICONDUCTOR CORP | FY2026 Q1 | $1.45B | -22.4% | $-1.15 | — | — |
| CRDOCredo Technology Group Holding Ltd | FY2026 Q3 | $266.75M | +101.8% | $0.09 | — | — |
YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).