半导体板块财报与最新季度业绩

TXN delivered strong Q2 FY2026 results with revenue up 22.8% to $5.46B, net income up 52.9% to $1.98B and EPS of $2.14, driven by broad-based demand growth in Analog and Embedded Processing, while announcing a pending $7.5B acquisition of Silicon Labs.

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.

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.

Broadcom delivered exceptional Q2 FY2026 results with revenue surging 47.9% YoY to $22.2B, driven by AI semiconductor demand, while operating income nearly doubled and cash generation remained robust with $18.8B in YTD operating cash flow.

Applied Materials (AMAT) delivered a strong Q2 FY2026 with revenue of $7.91B (+11.4% YoY), net income surging 31.3% to $2.81B, and EPS of $3.51 (diluted), driven by expanding margins and robust demand for semiconductor equipment.

NVIDIA delivered extraordinary Q2 FY2026 results with revenue surging 85.2% YoY to $81.6B, net income tripling to $58.3B, and gross margin expanding to 74.9%, driven by insatiable demand for AI computing infrastructure.

ADI delivered exceptional Q2 FY2026 results with revenue surging 37.2% YoY to $3.62B and net income more than doubling to $1.18B, driven by strong demand recovery and significant margin expansion across all profitability metrics.

SMCI reported a significant increase in revenue and net income for Q3 FY2026, driven by strong operational performance and effective cost management, despite a substantial increase in liabilities and negative operating cash flow.

AMD delivered a standout Q1 2026 with revenue surging 37.8% YoY to $10.25B and net income nearly doubling to $1.38B, driven by strong data center demand and significant operating leverage.

ON Semiconductor posted Q1 FY2026 revenue of $1.51B (+4.7% YoY) with a dramatic gross margin recovery to 38.5% from 20.3%, though the company remained modestly net-loss negative at -$33.4M amid significantly reduced operating losses versus the prior year.

KLAC reported strong financial performance in Q3 FY2026 with an 11.5% increase in revenue and a 10.3% rise in net income, driven by robust demand and effective cost management.

In Q2 FY2026, QCOM reported a significant increase in net income and EPS despite a slight decline in revenue, driven by cost management and strategic share buybacks.