Compute & semiconductors
Skyworks Solutions
Business, financial evidence and documented connections to the AI buildout.
Business and AI exposure
Skyworks supplies radio-frequency, connectivity and power-management semiconductors. Its AI-relevant pipeline includes precision timing for hyperscaler switches and isolation for 800-volt power architectures, alongside substantial automotive, industrial and other applications.
Earnings and disclosures
Latest verified results: Q3 fiscal 2026, standalone Skyworks · Released 2026-07-28
Next results: 2026-11-03 · Q4 fiscal 2026 earnings call.
Checked 2026-10-18 · Financial context and sources ↓
Financial context
The fiscal Q3 2026 standalone release reported $935 million of revenue and $49 million of GAAP operating income. July pro-forma combination figures are illustrative and exclude synergies and integration costs; they are not actual October consolidated results.
Delivery and commitments
The Qorvo combination closed on October 5. Qorvo became a wholly owned subsidiary, and the October 7 note exchange largely refinanced existing obligations. Old notes surrendered in an exchange must not be added to their replacements as new debt.
Costs, funding and dependencies
The acquisition included cash, shares and new financing. Anticipated annual cost synergies above $500 million depend on integration and are not AI earnings. The cited filings had not yet provided an actual consolidated post-close balance sheet.
What to watch next
Watch post-combination financial statements, debt reconciliation and realized integration costs. Separately, look for qualified customer production orders for timing and power products rather than inferring revenue from technical capability.
Documented project connections
Each connection below has a specific, cited role. A supplier, lender, customer or proposed acquirer has different economics from the project owner.
No named tracked-project role has been established by the evidence used for this profile. This does not mean the company has no AI exposure.
Evidence boundaries
Company totals, segment sales, bookings, backlog, spending, capacity and usage describe different things. They do not establish project-level revenue, earnings or an exact AI-only revenue share unless the cited disclosure explicitly says so.
This is a dated research snapshot. Forecasts are attributed expectations, and undisclosed amounts remain unknown. Source review does not certify every project or future outcome.