The Frontier Leaders · Skyworks Solutions

Skyworks Solutions

Irvine, California, United States · skyworkssolutions.com

Skyworks supplies timing and synchronization semiconductors for AI data centers, including NetSync devices supporting 224G/448G SerDes for 800G and 1.6T networking and precision timing platforms for leading data centers.

AI Core · watchlist · score 64

Positioning

Skyworks Solutions is a public U.S. semiconductor manufacturer whose AI-infrastructure exposure is concentrated in timing, synchronization, RF, analog and mixed-signal connectivity silicon rather than compute or switching silicon. It launched the NetSync SKY6911x/2x network-synchronizer family for AI data centers on Jul-23-26, reporting support for 224G/448G SerDes, 800G and 1.6T networking platforms; its named ecosystem includes Apple, Amazon, Cisco, Ciena, Google, Microsoft, Nokia and Samsung, while Qorvo is a pending strategic combination expected to close in early 2027. The open question is whether Skyworks can convert recent AI-data-center timing launches into material, separately disclosed revenue and customer deployments.

Latest signals

  • Skyworks Solutions completed its combination with Qorvo to form a U.S.-based semiconductor provider.semiconductor-today.com
  • Skyworks’ data-center, automotive, and Wi-Fi businesses grew 15% year over year but remained supply constrained.semiconductor-today.com
  • Skyworks reported fiscal Q3 2026 revenue of $934.8 million as Broad Markets growth offset a mobile decline.semiconductor-today.com
  • Skyworks is targeting at least $500 million of synergies from its combination with Qorvo.semiconductor-today.com
  • Skyworks approved a new $2 billion share-repurchase program and ended quarterly dividends ahead of the Qorvo combination.semiconductor-today.com

86 signals name Skyworks Solutions. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • Below $100M or not separately disclosed for AI-infrastructure networkingRevenue band · investors.skyworksinc.com
  • Skyworks agreed with the FTC not to close the Qorvo merger before August 1, 2026, pending antitrust and foreign-investment approvalsSetback · investors.skyworksinc.com
  • Planned acquisition debt financingFunding round · investors.skyworksinc.com
  • USD 935000000Revenue · investors.skyworksinc.com

65 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment4
Production6
Commercials10
Progress8
Technology6
Positioning6
Firepower8
Leverage6

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Questions this page answers

What does Skyworks Solutions do?

Skyworks supplies timing and synchronization semiconductors for AI data centers, including NetSync devices supporting 224G/448G SerDes for 800G and 1.6T networking and precision timing platforms for leading data centers. Skyworks Solutions is a public U.S. semiconductor manufacturer whose AI-infrastructure exposure is concentrated in timing, synchronization, RF, analog and mixed-signal connectivity silicon rather than compute or switching silicon. It launched the NetSync SKY6911x/2x network-synchronizer family for AI data centers on Jul-23-26, reporting support for 224G/448G SerDes, 800G and 1.6T networking platfo

Where does Skyworks Solutions rank in ai core?

Skyworks Solutions is on the AI Core watchlist list of Frontier Tech Intelligence with a score of 64 out of 100, below the Top 100.

Where is Skyworks Solutions based and when was it founded?

Skyworks Solutions is based in Irvine, California, United States.

Every company on the frontier has a file like this. 2,000 of them, kept current by agents.

Subscribers see the full file, every signal, the live ranking and the questions the signals answer: where money moved, who controls the layer, where supply is constrained. $99 a month, 7-day trial. What Frontier Tech Intelligence is →

Subscribe · $99 a month