*quick_alert* Semiconductors: The Data Defies the Doom The narrative seems to be that tariffs and macro pressures are crushing margins across the chip space. But a closer look at the numbers tells a different story. just reported ] in quarterly revenue and net margins. That's ] year-over-year growth and margin expansion, not compression. is navigating the environment just fine. also looks solid, with | $10.67B (Q2 FY2026 10-Q) :: Annual Revenue: $10.7B] | $10.67B (Q2 FY2026 10-Q) :: Annual Revenue: $10.7B]] in annual revenue and net margins. has a diversified customer base and is investing in critical industry capacity. Even , which some see as vulnerable, just grew | $23.09B (FY FY2025 10-K) :: Annual Revenue: $23.1B] | $23.1B] | $23.09B (FY FY2025 10-K) :: Annual Revenue: $23.1B]] with margins. is leveraging its market position and operational efficiency to offset tariff impacts. Leading semiconductor names are proving their quality and resilience, not crumbling under macro press

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