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Semiconductors
ON Semiconductor Corporation saw demand strengthen as the period progressed, characterized by a meaningful rise in short lead-time orders and expedites inside standard lead times.
Qualcomm is currently under-shipping actual phone demand as manufacturers draw down their inventory to handle high memory chip prices.
Advanced Micro Devices Inc Q1FY26 – AMD is on track to launch its 6th generation Venice server processors using TSMC’s advanced 2 nanometer process technology later this year.
United Microelectronics Corp Q1FY26 – UMC’s factory utilization rate improved from 69% in early 2025 to 79% in early 2026. Management expects factory usage to reach the low-80% range.
KLA’s business is built to deliver major profit gains as sales grow, targeting 40% to 50% extra profit for every new dollar of revenue.
Universal Display Corp (Q1FY26)- The company’s absolute dominance in the organic light-emitting diode (OLED) market comes down to its massive patent library, which includes over 7,000 active and pending patents worldwide.
Arm Holdings Plc (Q4FY26) shows that over 70% of Arm’s forecasted royalty revenues are already secured under existing customer contracts.
Nvidia Corporation (Q1FY27)- The company has built a deep competitive advantage because it is the only computing platform that runs every single frontier artificial intelligence model globally.
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.
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.
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.