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Semiconductors
STMicroelectronics N V Q1FY26 – With a massive $50.56 price and 257.8x trailing P/E, the market is betting heavily on ST’s future rather than its current squeezed profits. The 35.8x forward P/E confirms that earnings are expected to jump 7x next year as massive AI and space contracts finally hit the books.
Texas Instruments Inc Q1FY26 – The company has completely changed how it sells its products, moving from using distributors to dealing directly with customers. Today, over 80% of their revenue comes from these direct relationships, a huge jump from only about 30% in 2019.
Advanced Micro Devices Inc Q4FY25 -AMD is currently positioned at a critical inflection point where its multi-year architectural investments in chiplets and heterogeneous compute are meeting the massive infrastructure demands of the generative AI era.
Lam Research Corporation Q3FY26 – Lam Research is currently operating at the top of its game, using the massive global wave of AI demand to drive its sales and profits to new heights.
ASML Holding NV Q1FY26 -ASML is currently the most important company in the global technology supply chain, and its strong Q1 results prove that the AI boom is creating real growth.
Texas Instruments Inc Q4FY25 -The company is nearing the conclusion of a six-year, $60 billion capital expenditure cycle used to build out its domestic manufacturing footprint. Annual CapEx is projected to moderate significantly, dropping from approximately $5 billion per year to a range of $2 billion to $3 billion in 2026.
MercadoLibre Inc Q4FY25 -MercadoLibre’s integrated ecosystem, combining commerce and fintech, is driving structurally durable growth through higher user engagement and cross-platform adoption. Improvements in logistics, assortment, and financial services are deepening customer relationships and increasing wallet share.
United Microelectronics Corp Q4FY25 -UMC is successfully migrating its mix to the more defensible 22nm node. Revenue from the 22nm node surged 93% year-over-year in 2025 and hit a record high in Q4
Broadcom Inc Q1FY26 showed that the AI revenue doubled to $8.4 billion in just one quarter and management now has a clear path to reach over $100 billion in AI sales by 2027.
Automotive: The automotive segment is the fastest-growing part of Qualcomm’s business, achieving record quarterly revenues of $1.1 billion in Q1 FY26.
The acquisition of CommScope’s CCS business transformed Amphenol Corporation into a fiber optic powerhouse, allowing it to offer total end-to-end solutions (copper, fiber, and power) as data centers transition to high- bandwidth optical interconnects.
TSMC’s massive capital expenditure (CapEx) budget acts as a formidable moat, outspending competitors by an order of magnitude to prevent them from catching up. For 2026, management has set a record CapEx budget of $52 billion to $56 billion, with 70% to 80% of those funds dedicated to advanced technologies like 2nm and A16.