Skyworks Solutions (SWKS) and NVIDIA (NVDA) both say their AI data center sales are growing, but 57% of Skyworks' fiscal Q3 2026 revenue still came from mobile chips. Skyworks' data center chips brought in less than $270 million in the quarter, while $89 billion of NVIDIA's $96 billion fiscal Q2 2027 revenue came from data centers. Skyworks' operating margin fell to 8.7% from 15.0% a year earlier, whereas NVIDIA's rose to 65.2% from 58.1%; NVIDIA's revenue grew 83.4% over its latest four quarters, while Skyworks' was flat. Skyworks trades at 42.6 times earnings versus 27.8 for NVIDIA, and its Qorvo deal, completed in October 2026, comes with about $2 billion of planned debt financing.
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NVDAsemiconductorsdata centers
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NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/21/2026 | 221.97 |
| Change that session | +2.54% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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