Skyworks Solutions forecast second-quarter earnings above estimates on Tuesday, signaling strong demand for its chips used in 5G phones. ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here with Katie Greifeld taking you through to that closing bell with a global simulcast. Carol Massar and Tim Stenovec join us now.Welcome to our audiences across all of our platforms television, radio, our partnership with YouTube here on a pretty wild Tuesday afternoon. Stocks opened higher. At one point, they saw a huge, huge plunge on the day Carol Massar But paring those losses heading into the close.Yeah, we did see ...

Exhibit 99.1 Media Relations: Constance Griffiths (949) 230-4867 Constance.Griffiths@skyworksinc.com Investor Relations: Raji Gill (949) 508-0973 Raji.Gill@skyworksinc.com Skyworks Delivers Strong Q1 FY26 Performance Driven by Mobile and Broad Markets IRVINE, Calif., Feb. 3, 2026 – Skyworks Solutions, Inc. (Nasdaq: SWKS), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, today reported first fiscal quarter results for the period ...

Core Viewpoint - Skyworks Solutions, Inc. reported strong financial results for the first fiscal quarter of 2026, exceeding expectations for the fourth consecutive quarter, driven by robust performance in mobile and broad markets [3][2]. Financial Performance - Revenue for the first fiscal quarter of 2026 was $1.035 billion, with GAAP operating income of $104 million and diluted earnings per share of $0.53. On a non-GAAP basis, operating income was $252 million, with non-GAAP diluted earnings per share of $1.54 [2][9]. - The company experienced a gross profit of $427.2 million, resulting in a GAAP gross margin of 41.3% and a non-GAAP gross margin of 46.6% [21][19]. Business Highlights - Mobile segment performance exceeded expectations due to strong sell-through and operational execution, while Broad Markets showed accelerating growth, particularly in Wi-Fi 7 and cloud infrastructure [3][10]. - The company announced significant design wins in advanced Wi-Fi 7, automotive connectivity, and 5G applications, enhancing its market position [10]. Future Outlook - For the second fiscal quarter of 2026, Skyworks anticipates revenue between $875 million and $925 million, with non-GAAP diluted earnings per share projected at $1.04 at the midpoint of the revenue range. The mobile segment is expected to decline approximately 20% sequentially, while Broad Markets are anticipated to remain flat [6][5]. Dividend Declaration - The board of directors declared a cash dividend of $0.71 per share, payable on March 17, 2026, to stockholders of record as of February 24, 2026 [7].

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康希通信一系列前沿产品的展示与发布。 来源：法治日报 近日，一场耗时近两年、耗资超9000万元的跨国知识产权博弈获得阶段性胜利。国产Wi-Fi射频前端芯 片领域的领军企业格兰康希通信科技（上海）股份有限公司（以下简称"康希通信"）在美国国际贸易委 员会（ITC）的"337调查"中被裁定五项涉案专利全部"零侵权"。这意味着美国射频巨头公司试图通过专 利诉讼排挤中国竞争对手的计划受挫，也为中国半导体行业在国际知识产权博弈中树立了"以技维权、 以法护航"的标杆。 行业人士认为，此次"337调查"初裁胜诉，对中国科技企业应对跨境知识产权纠纷具有重要示范意义。 中国企业出海过程中，如何避免陷入漫长的诉讼维权，应怎样提前构建风险防御机制，是当下出海企业 面临的新课题。 初裁是最核心的环节 2024年7月，全球射频芯片前端行业龙头Skyworks依据《美国1930年关税法》第337节，向ITC提出调查 申请，指控康希通信及下游客户制造、对美出口和销售的特定射频前端模块产品侵犯其5项专利权，请 求ITC发布普遍排除令、有限排除令及禁止令，试图阻断康希通信产品进入美国市场。2024年8月，ITC 正式立案。 "这是一场硬仗，也 ...

Core Viewpoint - The company, Kangxi Communication, has successfully defended itself against the "337 investigation" initiated by Skyworks, marking a significant victory for Chinese semiconductor firms in international intellectual property rights [2][3]. Group 1: Company Overview - Kangxi Communication is a fabless design company specializing in RF front-end chips, with products widely used in various applications such as home routers, smart homes, and IoT [4]. - The company has developed a complete product line for Wi-Fi 5/6/6E/7, with certifications from major SoC manufacturers like Broadcom, Qualcomm, and MediaTek [4]. Group 2: Legal Proceedings - The "337 investigation" was initiated by Skyworks in July 2024, accusing Kangxi Communication of infringing on five patents related to RF front-end modules [4][5]. - After approximately 22 months of legal proceedings, the ITC ruled on January 24, 2025, that Kangxi Communication and its subsidiaries did not infringe on any of the five patents [5][7]. Group 3: Financial Impact - The company incurred legal expenses of 38.84 million yuan in 2024 and 50.6 million yuan in the first three quarters of 2025, with total costs expected to exceed 90 million yuan [7]. - The initial ruling is anticipated to improve the company's cash flow and market perception, as it allows continued access to the U.S. market [7]. Group 4: Industry Context - The case represents a broader trend where U.S. technology companies utilize "337 investigations" as a common method for trade protection against foreign competitors, particularly from China [8]. - Kangxi Communication's victory serves as a model for other Chinese firms facing similar challenges in international markets [3][6].

Core Viewpoint - The company, 康希通信, has successfully defended itself against a patent infringement claim by Skyworks in a "337 investigation" by the ITC, marking a significant victory for Chinese semiconductor firms in international intellectual property disputes [1][3]. Group 1: Company Overview - 康希通信 specializes in the design of RF front-end chips, with products widely used in various applications including home routers, smart homes, and IoT [2]. - The company has developed a complete product line for Wi-Fi 5/6/6E/7, with certifications from major SoC manufacturers like Broadcom and Qualcomm [2]. Group 2: Legal Proceedings - The "337 investigation" initiated by Skyworks involved claims of patent infringement related to five RF front-end modules exported to the U.S. [2]. - After a lengthy process of evidence disclosure and trial preparations, 康希通信 was ruled not to have infringed on any of the five patents by the ITC [3][5]. Group 3: Financial Impact - The company incurred legal expenses of approximately 38.84 million yuan in 2024 and 50.6 million yuan in the first three quarters of 2025, with total costs expected to exceed 90 million yuan [5]. - The initial ruling in favor of 康希通信 is anticipated to improve market perceptions and facilitate global market expansion [5]. Group 4: Industry Context - The case represents a growing trend of Chinese companies facing patent challenges from global leaders, with "337 investigations" becoming a common tool for U.S. tech firms [6]. - The outcome of the ITC ruling is expected to significantly influence ongoing and future litigation in U.S. courts, potentially weakening the basis for Skyworks' claims [6].

Core Viewpoint - Kangxi Communication's subsidiary has successfully defended against allegations of patent infringement in a preliminary ruling by the ITC, allowing its products to continue entering the U.S. market [2][5][6]. Group 1: Legal Proceedings - On January 24, Kangxi Communication learned of the ITC's preliminary ruling, stating that it and its subsidiaries did not violate Section 337 of the Tariff Act of 1930, and did not infringe on Skyworks' patents [2][5]. - The lawsuit initiated by Skyworks in May 2024 accused Kangxi Communication's subsidiary of infringing on five patents related to RF front-end modules [4][5]. - The ITC's preliminary ruling confirmed that Kangxi Communication did not infringe on two specific patents, while three others were withdrawn by Skyworks during the evidence disclosure phase [5][6]. Group 2: Financial Implications - Legal expenses related to the lawsuit are projected to exceed 90 million yuan by the end of 2025, with 38.84 million yuan incurred in 2024 and an additional 50.60 million yuan in the first three quarters of 2025 [4]. - For the first three quarters of 2025, Kangxi Communication reported a revenue of 526 million yuan, a year-on-year increase of 39.32%, although it recorded a net loss of 30.53 million yuan [7]. Group 3: Research and Development - Kangxi Communication's R&D investment for the first three quarters of 2025 totaled 69.27 million yuan, accounting for 13.17% of its revenue [6]. - The company is focusing on the development of Wi-Fi RF front-end chips, with ongoing research into Wi-Fi 8 technology and a commitment to low-altitude economy initiatives [6].

Group 1 - Skyworks Solutions Inc. is a significant player in the semiconductor industry, focusing on high-performance analog and mixed-signal semiconductors [1] - Mizuho Securities has set a price target of $60 for SWKS, with the stock currently trading at $58.96, indicating a potential upside of approximately 1.76% [1][5] - The company has a market capitalization of approximately $8.84 billion, reflecting its substantial presence in the semiconductor sector [4] Group 2 - Skyworks is set to release its first quarter fiscal 2026 results on February 3, 2026, with a conference call scheduled for 4:30 p.m. EST [2] - The stock has experienced volatility, with intraday fluctuations between $58.14 and $59.73, and a yearly range from $47.93 to $93.33 [3][5] - The trading volume for SWKS stands at 5,009,956 shares, indicating active investor interest [4]