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Skyworks and Qorvo announce above-guidance preliminary September-quarter results
What happened
Skyworks Solutions and Qorvo reported preliminary September-quarter results above guidance, announced concurrently with their agreement to merge in a $22 billion deal expected to close in early 2027. The merger will create a major RF component supplier, potentially altering the competitive landscape and supply chain dynamics. Watch: The combined entity's future capacity and pricing strategies post-merger are uncertain but will be significant for RF component markets.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
RF Front-End ModulesPower AmplifiersFilters
Skyworks SolutionsQorvo
mergerearnings-beatguidance
Source and time
Source: Semiconductor Today · 10/29/2025 · View original source
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