Semiconductors Earnings & Financial Results — Latest Quarter

Super Micro's FY2026 revenue and net income more than doubled on AI data-center demand, but gross margin compressed and operating cash flow turned deeply negative.

NVIDIA delivered sharply higher Q2 FY2027 results driven by Blackwell Ultra data center demand, with revenue up 106% to $96.2 billion and gross margin expanding to 75.0%, while supply commitments and China export restrictions create forward uncertainty.

Applied Materials delivered broad-based revenue growth and margin expansion in Q3 FY2026, but a swing to unrealized losses on equity investments weighed on other income.

Analog Devices delivered Q3 FY2026 revenue of $4.02 billion, up 40% year over year, with diluted EPS of $2.74, driven by broad-based demand and AI-related data center strength.

Lam Research delivered strong fiscal 2026 growth fueled by foundry-led equipment demand, with revenue up 26% and net income up 35.6%, while returning $5.1 billion to shareholders.

KLA posted double-digit revenue and net income growth in FY2026, fueled by AI-driven demand for process control, while navigating export restrictions and tariff headwinds.

AMD's fiscal second quarter revenue jumped 50% and gross margin reached 54%, propelled by a doubling of Data Center sales, while operating expenses rose sharply to fund AI expansion.

ON Semiconductor delivered strong Q2 FY2026 results with robust revenue growth and margin expansion, driven by its power segment, while advancing its Synaptics acquisition and managing restructuring costs.

Qualcomm's Q3 FY2026 revenue fell 4% and operating income dropped 41% due to handset weakness, partly cushioned by record automotive/IoT growth and a $656 million IPO windfall.

Intel's Q2 FY2026 revenue grew 25.4% YoY to $16.13B with gross margin expanding sharply to 40.4%, but the company posted a massive net loss of $11.03B (EPS -$2.16), driven by items below the operating line since operating income was actually positive at $1.80B.

TI's Q2 FY2026 results reflected a strong demand recovery across key end markets, with revenue up 23% and free cash flow surging 271% year-over-year, while it progressed on the Silicon Labs acquisition.

MU reported a remarkable financial performance in Q3 FY2026, with revenue surging by 345.7% year-over-year, driven by significant increases in gross and operating margins.