CRDO Credo Technology FY2026 Q3 revenue hit $407M (+201% YoY) with 68.5% gross margin. This 2026 outlook covers AEC technology moat, 87% customer concentration risk, Microsoft partnership, and Buy/Hold/Avoid scenarios for US investors.
Monolithic Power Systems (MPWR) posted $804M in Q1 2026 revenue (+26% YoY) with Enterprise Data surging 97.7%. This analysis covers MPWR's fabless model, TSMC risk, NVIDIA concentration, valuation, and three investment scenarios for 2026.
Analog Devices (ADI) stock analysis for 2026 covering industrial semiconductor cycle recovery, Linear Technology and Maxim Integrated merger synergies, automotive BMS opportunity, and suitability for long-term dividend-growth portfolios.
Can Samsung Electronics (005930) reclaim its semiconductor throne in 2026? This analysis covers HBM3E/HBM4 competition with SK Hynix, foundry GAA yield recovery, DRAM/NAND price cycle positioning, and how US investors can access Samsung exposure through OTC ADRs or ETFs.
Marvell Technology (MRVL) 2026 analysis: custom ASIC wins with AWS Trainium and Google Axion, optical DSP market share, data center PAM4 switching, automotive Ethernet via Brightlane, and Inphi acquisition synergy status for US investors.
Qualcomm (QCOM) 2026 outlook covering Apple modem insourcing risk, Snapdragon automotive design-win backlog, Arm royalty dispute, Nuvia PC chip progress, and a practical guide for US investors.