Semiconductors
Monolithic Power Systems, Inc. (MPWR): Margin-focused expansion with cash conversion deterioration
QUALCOMM Incorporated (QCOM): Cash-rich operations with margin structure under earnings pressure
KLA Corporation (KLAC): Scale expansion with rising margins and cash conversion
Micron Technology, Inc. (MU): Margin recovery and cash generation under elevated investment
NVIDIA Corporation (NVDA): AI infrastructure scale driving margins and cash generation
NVIDIA Corporation (NVDA): FY2025 FY analysis of earnings as of 2025-10-
ON Semiconductor Corporation (ON): Free cash flow surge amid revenue and margin pressure
Teradyne, Inc. (TER): Rising cash generation with improving margin structure
Teradyne, Inc. (TER): Rising margins and cash generation with lighter leverage
NXP Semiconductors N.V. (NXPI): Cash generation under pressure despite margin stability