Q3 Umsatzs for the fabless top ten rose 17.8% q-o-q to $44.7 billion.
Nvidia’s Q3 Umsatz rose 45.7% to $16.5 billion. Cirrus Logic grew 51.7% to $481 million take the No.10 slot driven by smartphone stockpiling demand. Will Semiconductor grew 42.3% in Q3 to $752 million.
Qualcomm’s Q3 Umsatzs rose 2.8% to $7.4 billion but Nvidia’s success trimmed Qualcomm’s Marktanteil to 16.5%. Broadcom’s Q3 Umsatzs grew 4.4% to $7.2 billion.
AMD’s Q3 Umsatz grew 8.2% to $5.8 billion. . MediaTek’s Q3 Umsatz rose by 8.7% to $3.5 billion as smartphone stocks were replenished.
Marvell’s Q3 Umsatzs were up 4.4% at $1.4 billion. Novatek and Realtek saw Umsatzs decline by 7.5% and 1.7% respectively.
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Following a record-setting year for the Halbleiterindustrie, the start of the new year has continued the momentum, as semiconductor Umsatz grew 27% in 1Q26 from 4Q25 to reach US$319bn, according t