{"city":"Irvine","name":"Skyworks Solutions","slug":"skyworks-solutions","facts":[{"date":"2026-08-01","type":"revenue_band","value":"Below $100M or not separately disclosed for AI-infrastructure networking","source":"investors.skyworksinc.com"},{"date":"2026-08-01","type":"setback","value":"Skyworks agreed with the FTC not to close the Qorvo merger before August 1, 2026, pending antitrust and foreign-investment approvals","source":"investors.skyworksinc.com"},{"date":"2026-07-01","type":"funding_round","value":"Planned acquisition debt financing","source":"investors.skyworksinc.com"},{"date":"2026-07-01","type":"revenue","value":"USD 935000000","source":"investors.skyworksinc.com"},{"date":"2026-07-01","type":"product_launch","value":"NetSync SKY6911x/2x network-synchronizer family for AI data centers and time-sensitive infrastructure, supporting 224G/448G SerDes for 800G and 1.6T networking","source":"investors.skyworksinc.com"},{"date":"2026-05-01","type":"customer","value":"Multi-generational Android OEM","source":"investors.skyworksinc.com"}],"peers":[],"stage":null,"state":"California","aliases":[],"country":"United States","domains":[{"why":"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.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":64,"domain":"AI Core","scores":{"gate_ne":["technology","firepower"],"leverage":6,"position":6,"progress":8,"firepower":8,"commercial":10,"deployment":4,"production":6,"technology":6},"edition":null,"segment":null}],"founded":null,"signals":[{"date":"2026-10-06","header":"Skyworks Solutions completed its combination with Qorvo to form a U.S.-based semiconductor provider.","outlet":"semiconductor-today.com"},{"date":"2026-08-06","header":"Skyworks’ data-center, automotive, and Wi-Fi businesses grew 15% year over year but remained supply constrained.","outlet":"semiconductor-today.com"},{"date":"2026-08-06","header":"Skyworks reported fiscal Q3 2026 revenue of $934.8 million as Broad Markets growth offset a mobile decline.","outlet":"semiconductor-today.com"},{"date":"2026-08-06","header":"Skyworks is targeting at least $500 million of synergies from its combination with Qorvo.","outlet":"semiconductor-today.com"},{"date":"2026-08-06","header":"Skyworks approved a new $2 billion share-repurchase program and ended quarterly dividends ahead of the Qorvo combination.","outlet":"semiconductor-today.com"},{"date":"2026-08-06","header":"Skyworks expects fiscal Q4 revenue to reach $1.01 billion-$1.06 billion on a high-teens mobile increase.","outlet":"semiconductor-today.com"}],"website":"skyworkssolutions.com","category":"AI Infra · Networking & interconnect","categories":[{"name":"AI Infra · Networking & interconnect","domain":"AI Core","parent":null},{"name":"Switching & NICs","domain":"AI Core","parent":"AI Infra · Networking & interconnect"}],"last_round":null,"updated_at":"2026-10-25T23:19:36.455605+00:00","facts_total":65,"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.","sub_category":null,"signals_total":86,"url":"https://www.frontiertechintelligence.com/companies/skyworks-solutions","title":"Skyworks Solutions · ai core, Irvine, California, United States · scores, facts and signals · Frontier Tech Intelligence","description":"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) 86 signals and 65 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}