思佳讯(SWKS)
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射频格局,从此改写
半导体行业观察· 2025-11-05 08:56
二十年射频创新: Skyworks 与 Qorvo 的 专利演进 与实力对比 根据 KnowMade 的分析,Skyworks 与 Qorvo 在射频前端组件领域都展现出长期稳定且互补的创 新能力。两家公司的专利组合在滤波器、功率放大器、低噪声放大器以及开关等关键技术上持续扩 张。 Skyworks 在过去二十年中保持活跃的专利布局,尤其在 2015 年 和 2023 年 出现高峰,反映出其 在 BAW 、 SAW 滤 波 器 、 功 率 放 大 器 及 射 频 模 块 集 成 方 面 的 集 中 研 发 。 截 至 2025 年 10 月 , Skyworks 拥有超过 9,800 项专利,分属 2,800 多个专利族,其中约 85% 与射频前端技术直接相 关。约 48% 的专利已生效,另有约 1,400 项 仍在申请中,显示出其在射频前端领域依然保持强劲 的创新活力。 2025 年 10 月 28 日,Skyworks Solutions, Inc. 与 Qorvo, Inc. 宣布达成最终合并协议,一 笔价值约 220 亿美元 的全现金与股票交易,将诞生一家总部位于美国的高性能射频与混合信 号解决方案领 ...
Skyworks forecasts upbeat quarterly results on robust mobile chip demand
Reuters· 2025-11-05 07:05
Skyworks Solutions forecast first-quarter revenue and profit above Wall Street estimates on Tuesday, signaling robust demand for its radio-frequency chips used in Apple's latest 5G iPhones. ...
Skyworks(SWKS) - 2025 Q4 - Earnings Call Transcript
2025-11-05 06:32
Skyworks Solutions (NasdaqGS:SWKS) Q4 2025 Earnings Call November 04, 2025 04:30 PM ET Company ParticipantsEdward Snyder - Managing DirectorPhilip Carter - SVP and CFOPhilip Brace - CEO and PresidentRajvindra Gill - VP of Investor RelationsPeter Tang - VP of MarketingSam Feldman - Equity Research AssociateConference Call ParticipantsNone - AnalystCraig Ellis - Director of Research and Senior Semiconductor and Capital Equipment AnalystJim Schneider - Senior Equity AnalystHarsh Kumar - Managing Director and S ...
Skyworks(SWKS) - 2025 Q4 - Earnings Call Transcript
2025-11-05 06:30
Skyworks Solutions (NasdaqGS:SWKS) Q4 2025 Earnings Call November 04, 2025 04:30 PM ET Speaker3Thank you for standing by. My name is Kathleen, and I will be your conference operator today. At this time, I would like to welcome everyone to the Skyworks Fourth Quarter for Year 2025 Earnings Call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star fo ...
Skyworks Reports Q4 and Full Year FY25 Results
Globenewswire· 2025-11-05 05:01
Delivers Q4 Revenue of $1.10 BillionPosts GAAP Diluted EPS of $0.94 and Non-GAAP Diluted EPS of $1.76Generates Annual Operating Cash Flow of $1.30 Billion and Annual Free Cash Flow of $1.11 Billion IRVINE, Calif., Nov. 04, 2025 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, today reported fourth fiscal quarter and fiscal-year end results for the period ended Oct. 3, ...
Wall Street's Most Accurate Analysts Give Their Take On 3 Tech Stocks Delivering High-Dividend Yields
Benzinga· 2025-11-04 22:00
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy.Below are the ratings of the most accurate analysts for three high-yield ...
8份料单更新!出售安世、ON、ST等芯片
芯世相· 2025-11-04 15:34
算笔账 一批十万的呆料压在库存 每月仓储费➕资金成本至少5k 放半年就亏3万 有料单不知道怎么推广? 芯片超人已经 累计服务2.1万用户 ,打折清库存,最快半天完成交易! 找不到,卖不掉,价格还想再好 点 ,都可以来找我们! | 优势呆料,特价出售 | | | | | --- | --- | --- | --- | | 品牌 | 型号 | 年份 | 数量 | | 安世 | BC847CM,315 | 待确认 | 14543 | | 安世 | PESD5V0F1BSF | 待确认 | 13291 | | ST | VL53L5CPV0GC/1 | 待确认 | 4377 | | ST | VL53L5CAV0GC/1 | 待确认 | 1975 | | 威世 | VEML6046X00 | 待确认 | 1677 | | ST | VL53L3CAV0DH/1 | 待确认 | 1317 | | ST | VD6283TX45/1 | 待确认 | 152 | | 安世 | BAS40-04,215 | 24+ | 150000 | | 安世 | BAS16,215 | 24+ | 30000 | | Vishay | ...
Kenvue Investor Alert By The Former Attorney General Of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Kenvue Inc. - KVUE
Businesswire· 2025-11-04 08:11
Nov 3, 2025 7:11 PM Eastern Standard Time Kenvue Investor Alert By The Former Attorney General Of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Kenvue Inc. - KVUE Share Contacts Lewis S. KahnManaging PartnerKahn Swick & Foti, LLC1100 Poydras St., Suite 960New Orleans, LA 70163lewis.kahn@ksfcounsel.com855-768-1857 Industry: Kahn Swick & Foti, LLC NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and ...
Jim Cramer Highlights Skyworks Stock Post Merger Announcement Rally
Yahoo Finance· 2025-10-31 10:30
Skyworks Solutions, Inc. (NASDAQ:SWKS) is one of the stocks Jim Cramer recently talked about. Cramer discussed the company’s merger plans, as he commented: “How about if you’re a long-suffering shareholder of Skyworks or Qorvo? Never fear. With no real antitrust department, these two companies, which have competed over radio frequency chips, hammer and tongue, tooth and nail, I don’t care, whatever cliché you want to convey that they’re… and mortal enemies, now they have decided to merge. Both stocks soar ...
估值220亿美元,射频芯片巨头诞生!
新浪财经· 2025-10-30 16:56
交易概述 - 美国半导体公司思佳讯解决方案宣布将收购同行科沃,合并后公司估值达220亿美元 [1] - 交易方式为股票加现金,将缔造美国最大的射频芯片供应商之一 [3] - 交易对科沃的总报价为每股105.31美元,较其前一日收盘价溢价14.3%,整体估值约为97.6亿美元 [3] - 消息公布后,两家公司股价在盘前交易中均上涨约12% [3] 交易条款与细节 - 科沃股东每股将获得32.50美元现金及0.960股思佳讯股票 [3] - 双方预计该交易将于2027年初完成 [4] - 交易完成后,思佳讯首席执行官菲尔・布雷斯将出任合并后公司的CEO,科沃CEO鲍勃・布鲁格沃斯将加入新公司董事会 [4] 行业背景与战略动机 - 交易目的是在苹果公司专注于自研芯片的背景下,利用智能手机需求在疫情后低迷期过后的复苏势头 [3] - 苹果正逐步自主研发射频芯片,未来可能削弱其对外部供应商如思佳讯和科沃的依赖 [3] - 思佳讯专注于设计与制造用于无线通信、汽车电子、工业设备及消费类电子产品中的模拟与混合信号芯片 [3] 公司运营与市场预期 - 思佳讯在今年8月曾预测第四季度营收和利润将超过华尔街预期,主要得益于市场对其模拟芯片持续强劲的需求 [3] 潜在挑战 - 此次合并可能引发监管机构严格的反垄断审查 [3]