Ma ka Pōʻalua o ka manawa kūloko, ua hoʻolaha ʻo Skyworks Solutions ʻo US radio frequency chip i ka loaʻa ʻana o Qorvo Semiconductor. E hui ana nā hui ʻelua e hoʻokumu i kahi ʻoihana nui ma kahi o $ 22 biliona (ma kahi o 156.474 biliona yuan), e hāʻawi ana i nā chips radio frequency (RF) no Apple a me nā mea hana kelepona ʻē aʻe. E hana kēia neʻe i kekahi o nā mea hoʻolako chip RF nui loa ma United States.

Wahi a nā ʻōlelo o ka ʻaelike, e loaʻa i nā mea kuleana o Qorvo he $32.50 i ke kālā no kēlā me kēia mahele a me 0.960 mau ʻāpana o Skyworks stock. Ma muli o ke kumukūʻai pani o ka Pōʻakahi, ua like kēia hāʻawi me $105.31 no kēlā me kēia mahele, e hōʻike ana i ka uku 14.3% ma mua o ke kumu kūʻai pani o ka lā kālepa mua, a pili pū me kahi kumukūʻai holoʻokoʻa ma kahi o $9.76 biliona.

Ma hope o ka hoʻolaha ʻana, ua piʻi nā kumukūʻai kumukūʻai o nā hui ʻelua ma kahi o 12% ma ke kālepa mua o ka mākeke. Manaʻo ka poʻe loea ʻoihana e hoʻonui nui kēia hui ʻana i ka nui a me ka mana kūʻai o ka hui i hui pū ʻia, a hoʻoikaika i kona kūlana hoʻokūkū ma ka mākeke chip radio frequency chip honua.

Hoʻokumu ʻia ʻo Skyworks i ka hoʻolālā ʻana a me ka hana ʻana i nā ʻāpana analog a hui pū ʻia i hoʻohana ʻia i nā kamaʻilio uila, nā uila uila, nā mea hana ʻenehana, a me nā huahana uila. I ʻAukake i kēia makahiki, ua wānana ka ʻoihana i kāna loaʻa kālā a me nā loaʻa kālā ma ka hapahā ʻehā e ʻoi aku ma mua o ka manaʻo o Wall Street, ma muli o ka koi ikaika no kāna mau ʻāpana analog ma ka mākeke.

Hōʻike ka ʻikepili mua i ka loaʻa kālā o Skyworks no ka hapaha kālā ʻehā ma kahi o $1.1 biliona, me kahi GAAP i hoʻoheheʻe ʻia ka loaʻa kālā no ka hapaha o $1.07; no ka makahiki kālā piha 2025, ʻo ka loaʻa kālā ma kahi o $4.09 biliona, me ka loaʻa kālā hana GAAP he $524 miliona a me ka loaʻa kālā hana ʻole o ka GAAP he $995 miliona.

Ua hoʻokuʻu pū ʻo Qorvo i kāna mau hopena mua no ka hapaha ʻelua o ka makahiki kālā 2026. Wahi a ka Generally Accepted Accounting Principles (GAAP) o ʻAmelika Hui Pū ʻIa, ʻo kāna loaʻa kālā he 1,1 biliona kālā ʻAmelika, me ka palena o ka loaʻa kālā he 47,0%, a me ka diluted loaʻa i kēlā me kēia mahele o 1,28 US kālā; i helu ʻia ma muli o ka Non-GAAP (Non-Governmental Accounting Principles), ʻo 49.7% ka palena o ka loaʻa kālā, a ʻo ka loaʻa kālā i hoʻoheheʻe ʻia he 2.22 US kālā.

Manaʻo ka poʻe loiloi ʻoihana e hoʻonui nui kēia hui ʻana i ka pālākiō a me ka mana kūʻai o ka ʻoihana i hui pū ʻia ma ke kahua o ka ʻenehana mua o RF, e kōkua ana i ka hoʻokō ʻana i ka hoʻokūkū hoʻokūkū i lawe ʻia e nā chips i kūkulu ʻia e Apple. Ke hoʻolaha mālie nei ʻo Apple i ke kūʻokoʻa o nā chips RF. Ua hōʻike mua ʻia kēia ʻano ma ka iPhone 16e model i hoʻokuʻu ʻia ma mua o kēia makahiki, a hiki ke hoʻonāwaliwali i kona hilinaʻi ʻana i nā mea hoʻolako o waho e like me Skyworks a me Qorvo i ka wā e hiki mai ana, e kau ana i kahi paʻakikī i ka wā kūʻai kūʻai lōʻihi o nā hui ʻelua.

Ua ʻōlelo ʻo Skyworks e piʻi ana ka loaʻa kālā makahiki o ka hui hui ma kahi o $7.7 biliona, me nā loaʻa i hoʻoponopono ʻia ma mua o ka ukupanee, ʻauhau, depreciation, a me amortization (EBITDA) ma kahi o $2.1 biliona. Ua manaʻo hoʻi ʻo ia i loko o ʻekolu mau makahiki, e loaʻa iā ia nā synergies kumu kūʻai makahiki ma mua o $ 500 miliona.

Ma hope o ka hui ʻana, e loaʻa i ka hui kahi ʻoihana kelepona ʻoi aku ka $ 5.1 biliona a me kahi mahele ʻoihana "mākeke ākea" i $ 2.6 biliona. Hoʻopili ka mea hope i nā wahi e like me ka pale, aerospace, edge IoT, automotive a me AI data centers, kahi e lōʻihi ai nā pōʻai huahana a ʻoi aku ka kiʻekiʻe o ka loaʻa kālā. Ua ʻōlelo pū nā ʻaoʻao ʻelua e hoʻonui ka hui ʻana i kā lākou hana hana ma ʻAmelika Hui Pū ʻIa a hoʻonui i ka nui o ka hoʻohana ʻana i nā ʻoihana home. Loaʻa i ka hui hou ma kahi o 8,000 mau ʻenekinia a paʻa ma luna o 12,000 patents (me nā mea i loko o ke kaʻina noi). Ma o ka hoʻohui ʻana o ka R&D a me nā kumuwaiwai hana, manaʻo kēia hui hou e hoʻokūkū maikaʻi loa me nā nunui semiconductor honua a hopu i nā manawa i lawe ʻia e
ka ulu ʻana o ka noi no nā ʻōnaehana lekiō kiʻekiʻe a me nā huahana uila i alakaʻi ʻia e AI.