Weekly digest · Automated from stored data
This week in chips, 2–8 November 2026
Issued Monday 2026-11-02 at 06:00 UTC · By AW
7 covered companies report results this week, starting with onsemi.
Last week 3 companies reported against their own revenue guidance: 0 beat, 3 in line and 0 missed.
Earnings this week
- onsemi · Q3 2026Mon 2 Nov · Confirmed
- AMD · Q3 FY2026Tue 3 Nov · Confirmed
- Qualcomm · FY2026Wed 4 Nov · Confirmed
- Arm · Q2 FY2027Wed 4 Nov · Confirmed
- GlobalFoundries · Q3 2026Wed 4 Nov · Confirmed
- Nova · Q3 2026Thu 5 Nov · Confirmed
- Microchip · Q2 FY2027Thu 5 Nov · Confirmed
Source: company investor-relations announcements, as stored in the earnings calendar.
Last week's results vs own guidance
- NXP · Q3 202627 Oct 2026 · In line +1.0% vs midpoint · source ↗
- KLA · Q1 FY202728 Oct 2026 · In line +3.4% vs midpoint · source ↗
- Intel · Q3 FY202629 Oct 2026 · In line +1.3% vs midpoint · source ↗
Calculated: reported revenue vs the midpoint of the company's own guidance; in line = within the guided range. Guidance tracker →
Latest industry data
- Taiwan monthly revenue
TSMC reported NT$511.9B of revenue for Sep 2026, +54.6% from a year earlier.
Market Observation Post System (MOPS), Taiwan Stock Exchange: monthly revenue disclosure ↗ - Global chip sales (SIA/WSTS)
Worldwide semiconductor sales were $172.6B for Sep 2026 (three-month moving average), +146.8% from a year earlier.
SIA, Global Semiconductor Sales Increase 24.1% from Q2 2026 to Q3 2026 (WSTS data) ↗
y/y = month ÷ the same month a year earlier − 1 (Calculated). Taiwan monthly revenue →
New on Silicon Analytica
- TSMC's September revenue rose 54.6% from a year earlierBriefs · 8 Nov 2026
- Two days, two directions: why chip stocks broke as markets digested the midtermsMarkets · 5 Nov 2026
- Memory's profit machine: SK hynix earns 80 cents of operating profit on every won of revenueMarkets · 5 Nov 2026
- From cloud capex to chip margins: the Q3 earnings chainMarkets · 5 Nov 2026
- Chip sales top half a trillion dollars in a single quarterMarkets · 5 Nov 2026
- ASML's record quarter and a supply gap that now stretches to 2028Companies · 5 Nov 2026
- TSMC's record quarter: revenue up 51%, margins slip on 2 nm rampCompanies · 5 Nov 2026
Silicon Analytica