AMD Q3 2026: Data Center Revenue Nearly Doubles as Free Cash Flow Falls to $554M
AMD's Q3 2026 revenue rose 45% to $13.4B on 97% Data Center growth, but a $4.9B inventory and receivables build cut free cash flow to $554M.
#semiconductors
Semiconductors
Chip industry earnings, foundry and fab economics, and semiconductor supply chains
Knowles Q3 2026 Earnings: Revenue Up 20% to $184M, FY Guide Raised to ~$689M
Knowles' Q3 2026 revenue rose 20% to $184M, beating guidance; Precision Devices book-to-bill topped one for an eighth straight quarter.
MaxLinear Q3 2026 Earnings: Revenue Up 72% to $218M, Back to Profit on AI Optical Ramp
MaxLinear Q3 2026 revenue rose 72% to $218.1M as infrastructure sales tripled on AI optical demand; GAAP operating margin swung from −33% to +14%.
Lam Research Q1 FY2027: The $8.22B Quarter That Turned Shipments Into Cash
Lam Research Q1 FY2027: revenue +54% to $8.22B at a record 40% operating margin, and $3.50B of operating cash flow cut DSO from 72 to 63 days.
Texas Instruments Q3 2026 Earnings: Revenue +28% to $6.06B as Free Cash Flow Hits $8.4B
Texas Instruments Q3 2026: revenue rose 28% to $6.06B, operating margin hit 47.5%, and TTM free cash flow reached $8.4B as capex fell 46%.
ASML Q3 2026 Earnings: €4.96B Profit on Record €11.7B Sales as Demand Outruns Supply Into 2028
ASML Q3 2026: €11.66B sales (+55%) at a 57.5% gross margin and €4.96B net income; planned 2027–2028 supply won't meet demand.
TSMC Q3 2026 Earnings: NT$763B Profit at a 51% Margin as 2nm Hits 8% of Wafer Revenue
TSMC Q3 2026: NT$763B net income (+69%) at a 51% margin on NT$1.49T revenue, with 2nm at 8% of wafer revenue.