Let’s dig into the relative performance of Universal Display (NASDAQ: OLED) and its peers as we unravel the now-completed Q4 analog semiconductors earnings season.

Demand for analog chips is generally linked to the overall level of economic growth, as analog chips serve as the building blocks of most electronic goods and equipment. Unlike digital chip designers, analog chip makers tend to produce the majority of their own chips, as analog chip production does not require expensive leading edge nodes. Less dependent on major secular growth drivers, analog product cycles are much longer, often 5-7 years.

The 15 analog semiconductors stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 0.7% while next quarter’s revenue guidance was above.

In light of this news, share prices of the companies have held steady as they are up 2% on average since the latest earnings results.

Universal Display (NASDAQ: OLED)

Serving major consumer electronics manufacturers, Universal Display (NASDAQ: OLED) is a provider of organic light emitting diode (OLED) technologies used in display and lighting applications.

Universal Display reported revenues of $172.9 million, up 6.6% year on year. This print was in line with analysts’ expectations, but overall, it was a mixed quarter for the company with a beat of analysts’ EPS estimates but full-year revenue guidance missing analysts’ expectations significantly.

The stock is down 20.2% since reporting and currently trades at $93.43.

Is now the time to buy Universal Display? Access our full analysis of the earnings results here, it’s free.

Best Q4: Skyworks Solutions (NASDAQ: SWKS)

Result of a merger of Alpha Industries and the wireless communications division of Conexant, Skyworks Solutions (NASDAQ: SWKS) is a designer and manufacturer of chips used in smartphones, autos, and industrial applications to amplify, filter, and process wireless signals.

Skyworks Solutions reported revenues of $1.04 billion, down 3.1% year on year, outperforming analysts’ expectations by 3.4%. The business had an exceptional quarter with a beat of analysts’ EPS and adjusted operating income estimates.

Skyworks Solutions scored the biggest analyst estimates beat among its peers. The market seems content with the results as the stock is up 1% since reporting. It currently trades at $56.52.

Is now the time to buy Skyworks Solutions? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Vishay Intertechnology (NYSE: VSH)

Named after the founder's ancestral village in present-day Lithuania, Vishay Intertechnology (NYSE: VSH) manufactures simple chips and electronic components that are building blocks of virtually all types of electronic devices.

Vishay Intertechnology reported revenues of $800.9 million, up 12.1% year on year, exceeding analysts’ expectations by 0.7%. Still, it was a slower quarter as it posted a significant miss of analysts’ adjusted operating income estimates and EPS in line with analysts’ estimates.

Interestingly, the stock is up 6.6% since the results and currently trades at $22.11.

Read our full analysis of Vishay Intertechnology’s results here.

NXP Semiconductors (NASDAQ: NXPI)

Spun off from Dutch electronics giant Philips in 2006, NXP Semiconductors (NASDAQ: NXPI) is a designer and manufacturer of chips used in autos, industrial manufacturing, mobile devices, and communications infrastructure.

NXP Semiconductors reported revenues of $3.34 billion, up 7.2% year on year. This number surpassed analysts’ expectations by 0.7%. Overall, it was a satisfactory quarter as it also recorded a meaningful improvement in its inventory levels.

The stock is down 11.2% since reporting and currently trades at $205.28.

Read our full, actionable report on NXP Semiconductors here, it’s free.

Microchip Technology (NASDAQ: MCHP)

Spun out from General Instrument in 1987, Microchip Technology (NASDAQ: MCHP) is a leading provider of microcontrollers and integrated circuits used mainly in the automotive world, especially in electric vehicles and their charging devices.

Microchip Technology reported revenues of $1.19 billion, up 15.6% year on year. This result beat analysts’ expectations by 0.6%. Overall, it was a strong quarter as it also logged a solid beat of analysts’ adjusted operating income and EPS estimates.

The stock is down 8.4% since reporting and currently trades at $71.45.

Read our full, actionable report on Microchip Technology here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

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